US stocks topped returns for the major asset classes in October, regaining the leadership position for the first time in five months, based on a set of ETFs. For year-to-date results, foreign stocks ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Some asset classes routinely outperformed US stocks during the steepest drawdowns, but the winners list changes through time. Cash (or its equivalent) is the only asset class that routinely ...

Real estate is often discussed as a monolithic asset class, its performance tied to the direction of interest rates and ...

Market news, by definition, focuses on recent events rather than long-term trends. As a result, recent events are top of mind, easier to remember, and often play an outsize role in investment decision ...

Commercial real estate is often discussed as if it’s one unified asset category. In practice, that assumption causes more operational mistakes—and more lost value—than almost anything else I see.

While every asset class performed well over the last few years, Bitcoin trounced everything. Institutional investors are increasing adoption with easier options and friendly regulations. Another ...

The start to 2025 saw a notable shift in market conditions, with volatility proving to be the only constant. Recent months serve as a stark reminder of how unpredictable markets can be, particularly ...

When it comes to constructing an investment portfolio, “negative correlation” is something of a holy grail. Diversification, investors are told, is about combining assets that behave differently. You ...

Asset allocation involves distributing investments across various asset classes to manage risk and return. Common categories ...

In an ever-changing financial landscape, investors are constantly seeking strategies that can balance risk and return while ...