In our recently published 2022 Diversification Landscape report, we took a deep dive into how different asset classes performed in the past couple of years, how correlations between them have changed, ...

Portfolio construction is crucial for any investor, whether a beginner or experienced, as it helps balance risk and maximize returns. The key is to ensure each investment serves a specific purpose ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

Investors typically allocate to MLPs/midstream in an income portfolio, given generous yields and potential diversification benefits. Energy infrastructure can also fit in a real asset sleeve and has ...

An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

Bitcoin is a digital currency that’s evolved into a digital store of value with some characteristics of gold. The important issue for investors is how it’s valued, which depends on a variety of ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...