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

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in ...

If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset funds diminish significantly ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Multi-asset funds provide exposure to a diverse range of asset classes, offering a high degree of diversification typically ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Asset allocation is important for you to explain clearly as an advisor, so your clients fully understand their overall investment strategy. However, taking the somewhat broad topic of asset allocation ...

Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Retirees: Protect your wealth and avoid costly mistakes with these four essential portfolio strategies for lasting financial ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...