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' ...

What is the current trend for asset classes? In the dynamic world of investing, new asset classes trends can captivate both industry experts and individual investors. However, these trendy assets may ...

Asset classes are groups of similar investments. The five main asset classes are cash and cash equivalents, fixed-income securities, stocks and equities, funds, and alt investments. Many or all of the ...

Traditional dividend valuation methods may not apply to all asset classes. Business Development Companies like Blue Owl Capital offer high yields through diverse debt investments, benefiting from ...

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 US Inflation Rate reached 7.48% in January 2021, marking its highest level since “The Great Inflation” of the 1980s. US Core Inflation and Core CPI both topped 6% for the first time since ...

Returns across asset classes have been quite strong, but multiple uncertainties continue to cloud financial markets amid a ...

When considering risk management in your portfolio it is important to recognize that a diversification strategy will serve as the heartbeat of a well-constructed portfolio and long-term financial plan ...

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 ...