AAC continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts. Smaller firms often rely on borrowing to fuel growth. Lower financing ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...

Technology is driving greater financial access, enhanced product diversification, and the ability to design portfolios with specific outcomes. While equities and fixed income will always dominate due ...

Traditional asset allocation could be defined as offering strategic allocations covering the five to six major asset classes and typically offering three to six client asset mixes with different ...

As markets navigate a challenging landscape, George Smith, Portfolio Strategist for LPL Financial, is advocating a recalibrated asset allocation strategy for the next three to five years. His outlook ...

Dominic McCormick takes a look at alternative investments and what they mean for investors. The industry press recently reported the comments of Schroders’ head Greg Cooper from an investment ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

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 ...