There’s a broad range of assets out there that you can invest in. And while they’re largely different, many of them fall into specific asset classes. An asset class is a category or grouping of ...
Asset allocation is simply the name given to the mix of investments that make up a given portfolio. Beyond just Apple vs Microsoft stock, asset allocation typically refers to broader asset classes ...
People build their careers for decades and save money in the pursuit of a smooth retirement or to meet certain financial goals. You could store money in the bank and let it accumulate over time, but ...
Chefs and advisors have more in common than they might realize. They both bring expertise, creativity and a deep knowledge of ingredients to their creations, whether it be salsa or portfolios. This ...
How many asset classes are there? An asset class is a group of investments with similar financial characteristics. As a result, they react similarly to market events. Asset classes are the building ...
Understanding the correlation between various asset classes is crucial for investors aiming to build a diversified investment portfolio. Correlation measures the statistical relationship between the ...
Fifty years ago more people would have expected their future selves to have a flying car parked in their driveway than they would have envisioned private assets included in institutional investors' ...
After spending its first decade or so of life as more of a fringe asset class, cryptocurrency has recently started gaining institutional acceptance. Bitcoin, the oldest and most established ...
GMI’s long-term projection remained steady at a 7.2% annualized total return. US equities remain the lone downside outlier for expected return relative to the market’s history and the various asset ...
While the winners among asset classes keep rotating every year, the absence of any such pattern over the past 10 years reinforces the importance of asset allocation in building a balanced portfolio.
The long-term return forecast for the Global Market Index edged higher for a third straight month in April. US stocks are still the outlier for expected return among the various asset classes. As a ...