March 2026 brought a broad pullback across most asset classes to close out the first quarter. Building on gains of +10.49% in ...
Commodities surged and cash edged higher, but the rest of the major asset classes fell, in some cases sharply, based on a set ...
Americans are often told to “invest for the long term,” but what exactly does that mean? Long-term investing is about focusing on goals that are still far off and ignoring short-term market gyrations ...
Investors wondering which asset classes will outperform in 2026 might look back to 2025 for some guidance, since the trends that drove asset prices last year didn't end or reverse course on New Year's ...
Wall Street fears higher prices and slower growth will sink all stocks — but small-caps and housing hold their own.
But even a month of war has yet to meaningfully change long-term expected returns for the major asset classes overall. If ...
The expansion of private market access is well underway. Assets in semiliquid funds, which offer exposure to private assets and limited liquidity, reached $493 billion in net assets by Q3 2025. Source ...
However, implementing the idea of asset allocation in real life is not always easy. The basic principle sounds simple: buy ...
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.
I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...