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 ...

One of the keys to a well-rounded portfolio is diversification through different asset classes. Each class has its own unique characteristics and risk-return profile, and knowing the right mix can ...

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 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 ...

When it comes to investing in emerging markets, professional investors have traditionally regarded interest rates and exchange rates as two primary asset classes. What are the main drivers and ...

Investments are broken down into broad categories called asset classes. Each asset class is defined by unique characteristics that provide investors with benefits but also come with risks. This is ...

Understanding the correlation between various asset classes is crucial for investors aiming to build a diversified investment portfolio. Correlation measures the statistical relationship between the ...

Discover how to balance stocks, bonds, and cash in your portfolio to align with your financial goals and risk tolerance for optimal returns over time.

February 2026 delivered another broadly positive month, with U.S. real estate leading all asset classes at +5.27% and world ...

The investment seeks a high level of current income; capital appreciation is a secondary consideration. The fund allocates its assets among three main asset classes: the stock class (equity securities ...

It took more than 30 years for alternative asset classes like venture capital, private equity and hedge funds to become must-have portfolio allocations, but they have finally arrived in force. Private ...

The investment seeks balance of growth of capital and income. The fund is a fund of funds—it invests in other mutual funds and may also invest in exchange-traded funds (“ETFs”). It organizes its ...