Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Chirag Muni of Anand Rathi Wealth emphasizes goal-based investing and disciplined SIPs for building resilient portfolios in ...

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

The newly announced U.S. tariffs could severely impact equities and bonds, leading to potential stagflation and a negative market reaction. Equities, especially growth stocks, are expected to suffer, ...

Asset allocation is a very important part of creating and balancing your investment portfolio. After all, it is one of the ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration’s tariff policies sent many stock market indexes into ...

Are multi asset funds safe? Learn the hidden risks in equity, debt maturity, taxation bias, and why blindly investing in them ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...