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 ...

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

Real assets are comprised of two main asset classes - real estate and infrastructure - and offer a mix of equity-like and bond-like return characteristics. We believe the inclusion of listed real ...

The investment seeks to maximize total return over the long term. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that ...

The year 2025 was one of great volatility for global markets, as US tariffs, geopolitical worries and the possibility of an artificial intelligence bubble spooked investors. It was also the year that ...

Remember the halcyon period prior to the global financial crisis (GFC), when nearly all asset classes showed strong returns and choosing the right investment manager made all the difference? With ...

In this video, Marco outlines his investment strategy for 2025. His portfolio is divided into five main asset classes. First, he allocates 33% to stocks, with Vanguard’s Total Stock Market ETF (VTI) ...

The investment seeks current income as well as total return; capital appreciation is the secondary objective. The fund allocates its assets among three main asset classes: the stock class (equity ...