Foreign securities and US real estate investment trusts led a broad-based rally for the major asset classes in February, ...

US stocks topped returns for the major asset classes in October, regaining the leadership position for the first time in five months, based on a set of ETFs. For year-to-date results, foreign stocks ...

The start to 2025 saw a notable shift in market conditions, with volatility proving to be the only constant. Recent months serve as a stark reminder of how unpredictable markets can be, particularly ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Both methods have their pros and cons.

BEST COMPANIES IN EQUIPMENT FINANCEBack To The Issue Home Page >> Joe Santora, President, IrontraxIrontrax’s Joe Santora ...

The expansion of private market access is well underway. Assets in semiliquid funds, which offer exposure to private assets and limited liquidity, reached $493 billion in net assets by Q3 2025. Source ...

Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. A look back at the previous decade provides some clarity.

In US equities, attribution used to be relatively straightforward. Fund managers broke down returns into sector allocation and stock selection. If technology outperformed and you were overweight, that ...

One of the questions I get asked the most often is, “What should I invest in?” While the right answer depends on a host of factors including your risk tolerance, financial goals, and more, I’ve slowly ...