A detailed analysis examines various methods to protect investments when market downturns occur. The article reviews several techniques and provides insight into how each strategy works. Investors can ...

Forbes contributors publish independent expert analyses and insights. Specialist in global markets, economics and alternative investments. Stock market indexes are at near record highs following the ...

While equity-bond correlations have by and large been negative over the past decade, it has turned positive since 2022. Gold's historical status as a safe-haven asset and store of value offers a layer ...

A prominent and well-regarded researcher, himself a founder of a pension consulting firm, recently released a bombshell Social Science Network report that reveals the underperformance of public ...

For a long time, the 60/40 portfolio was the cornerstone of financial planning for advisors. This simple strategy, allocating 60% to stocks and 40% to bonds, offered a balance between growth potential ...

Nomura's Gareth Nicholson is putting a precise number on how much risk investors should shift away from traditional markets, arguing that roughly a quarter of a portfolio belongs in alternatives. His ...

The 60/40 portfolio strategy—a mix of 60% stocks and 40% bonds—has served investors well for decades. But financial professionals say investors who plan to rebalance their portfolios by year’s end ...

The world of investing is changing, in nearly every way, with many more people looking beyond traditional stocks and bonds to explore all types of alternative investments. These options help diversify ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...