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 ...

Foreign securities and US real estate investment trusts led a broad-based rally for the major asset classes in February, based on a set of ETF proxies. US stocks (VTI) were the lone loser last month, ...

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 ...

Americans are often told to “invest for the long term,” but what exactly does that mean? Long-term investing is about focusing on goals that are still far off and ignoring short-term market gyrations ...

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.

Bitcoin had been making a compelling case for itself through most of 2025, pushing through successive all-time highs, ...

Private credit — direct lending to businesses outside the public bond markets — grew rapidly through the low-rate years of ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...