Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

International equities gained 6.91% the past three months, based on the MSCI ACWI (All Country World Index) ex USA Index.

On this episode of The Long View, Omar Aguilar, CEO and chief investment officer for Charles Schwab Asset Management, and Sébastien Page, Global Multi-Asset Investing at T. Rowe Price, discuss the ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Chirag Muni of Anand Rathi Wealth emphasizes goal-based investing and disciplined SIPs for building resilient portfolios in ...

A retirement fund with part of its asset allocation to bonds replaced with an allocation to the TIAA Traditional annuity may have the potential to create better retirement outcomes and lower ...

Since both equity and commodity markets undergo cycles, analysts are now of the view that equities will make a comeback in ...

Balanced advantage funds offer equity participation with lower volatility through dynamic asset allocation, though they are ...

Multi-asset allocation funds, heavily weighted towards gold and silver, witnessed a significant 40% surge in December inflows. This rise suggests a growing investor preference for diversified, ...

Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

Thus far, two EQDP funds have been launched – Avanda Investment Management’s Avanda Singapore Discovery Fund and Fullerton ...