As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized ...

There is a growing consensus, including BlackRock's Larry Fink, that a portfolio split between public equities and bonds is ...

Asset allocation is the process of determining how much a portfolio invests in stocks, bonds and cash. Each asset class has a different return and risk profile, so determining the appropriate ...

Looking ahead, Sam sees two major trends shaping the future of model portfolios. The first is the ongoing debate between ...

This likely shift could be driven by the need for better risk management and downside protection, but also by the potential ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.

Financial products also offer investors the advantage of professional management and dynamic asset allocation strategies that ...

We do not predict market levels, what we focus on is valuations which are still above average. Small and mid-cap are ...

Globalisation and growing dominance of US stocks have reduced potential for wealth managers to add value at regional and ...

The "first of its kind" customizable portfolios, offered through a UMA, blend the giant asset manager's private strategies ...