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

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results. When advising a client to commence an account based pension, many ...

Stocks are expected to return to last year's lows due to the decline in long-term bond prices and record high, long-term interest rates. Our new investment allocation is 50% stocks, 10% GLD, 25% Zero ...

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Explore currency overlay strategies that separate currency risk from asset management, helping investors mitigate risks and ...

Learn about the considerations for investing your money in liquid cash investments vs. stocks. Take a look at some of the ...

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

Asset management firms are realigning their RIA engagement strategies, increasingly directing their efforts toward the ...

Portfolio optimisation and asset allocation strategies have evolved into sophisticated tools for managing financial risks while striving for superior returns. Recent advancements integrate classical ...

All investments involve some degree of risk–the possibility of incurring a financial loss. As investment risk rises, typically so do returns because investors seek greater returns to compensate for ...