I downgrade FDL to hold due to its heavy energy and health care exposure, which are underperforming and dragging on returns. The recent portfolio rebalance increased FDL's risk and volatility, with 55 ...

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 ...

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 ...

The "permanent portfolio" is seeing its best decade since the 90s, Bank of America says. The portfolio's 2025 performance returned 23%, the best year since 1979. Consider ETFs for exposure to this ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

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 ...

For many years, advisors have relied upon a conventional 60/40 stock/bond mix for client portfolios. Stocks would provide the desired growth while (hopefully) protecting against inflation, and bonds ...

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 ...

As alternative investments become increasingly accessible to defined contribution plans, plan sponsors and advisors are facing new questions about suitability, education, and fiduciary responsibility.

When evaluating alternative investments, most people focus on the potential for higher returns. And while I believe the pursuit of higher returns is a strong reason for alternatives for quite a number ...

The investment world loves its labels. At a recent industry conference, the label "alternatives" became almost synonymous with private assets, particularly private equity. But is this a helpful ...