Some asset classes routinely outperformed US stocks during the steepest drawdowns, but the winners list changes through time. Cash (or its equivalent) is the only asset class that routinely ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

US stocks topped returns for the major asset classes in October, regaining the leadership position for the first time in five months, based on a set of ETFs. For year-to-date results, foreign stocks ...

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 ...

Learn what financial instruments are, explore major types and asset classes, and understand how they work in investing, trading, and portfolio construction.

An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

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’ ...