Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

The AAC continues to see opportunities in growth and risk assets over the medium term, even as elevated risk and increasingly divergent monetary, fiscal and industrial policy paths make the investment ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

What are multi-asset allocation funds? Multi-asset allocation funds are hybrid mutual funds that invest in at least three ...

Here are some insightful lessons that investors learnt in the year 2025 and what we can takeaway for year 2026 ...

Income strategies in crypto are entering a new phase. For years, digital asset income generation has been largely tied to … ...

With markets entering a phase of heightened volatility and asset classes behaving unpredictably, Vivek Sharma, Senior Fund Manager – Equity at PGIM India Asset Management, believes the time is ripe ...