Learn about multi-asset class investments, which use diversification across different asset types to manage risk and ...

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 ...

Over the last two decades, there has been a significant appreciation in the value of many whiskies. This phenomenon has been particularly true of Scotch and Japanese whiskies and, to a lesser extent, ...

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

Alternative investments have been a fixture in institutional investing for decades. Now they are becoming much more accessible to individual investors and new categories of alternatives are emerging.

Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas ...

When building an investment portfolio, one of the most important decisions is how to balance real assets and financial assets. Each plays a distinct role: Financial assets like stocks and bonds offer ...

Individual assets fall into different asset classes based on their characteristics—these investment classes group together as an asset class that carries a similar risk to the investor. Investing in ...

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 ...

The long-run expected total return for the Global Market Index fell in February, sliding to an annualized 7.1% vs. the previous month’s 7.4%. The average forecast for American shares is still printing ...