As traditional equity and fixed-income markets become increasingly volatile, financial professionals need to find ways to differentiate themselves from their peers to continue to attract, consolidate and retain client assets. The reality is the classic 60/40 portfolio split isn’t going to win a financial practice new business or help...
Global bonds have been such a kicking post in recent months that it may come as something of a surprise they are just a fraction away from erasing this year’s loss. The Bloomberg Global Aggregate Bond Index jumped 1.3% Tuesday, the biggest one-day gain since March, following weaker-than-expected US inflation...
While questions surround the validity of the classic portfolio consisting of 60% stocks and 40% bonds, many are considering turning to alternative investments. The average portfolio allocation to alternatives is expected to jump 3% by 2026. Investors are looking at other ways to allocate assets as returns on stocks and...
Global stocks and bonds edged higher ahead on speculation that a crucial U.S. inflation report will show that price pressures slowed last month, cementing the view that interest rates have peaked. Europe’s Stoxx 600 index added 0.2%, with mining stocks led by a 4% gain in Glencore Plc aft Learn more...
As a new year approaches, people will once again commit to improve their lives and achieve new goals, but is there value for investors beyond the ‘New Year, New You’ bounce? Two recent reports suggest that people are investing more in themselves with improvements in their wellbeing and their skills,...
The question of whether gold, oil and other commodities are right for individual client portfolios has always been a hard one for financial advisors to mine. So let’s dig into it. The Invesco DB Commodity Index Tracking Fund is flat year to date as inflation has moderated over the course...
The bad year that a lot of ESG investors are having may be about to get even worse. James Penny, chief investment officer of TAM Asset Management and a veteran of ESG investing, said the dramatic sell-off that’s torn through green stocks may soon morph into a “slow burn” that...
Private credit is pulling away from the pack as the alternative of choice, taking the baton from crypto, commercial real estate and other so-called noncorrelated assets. The question facing financial advisors now is whether it has stamina to stay in the lead. Both legs of the 60/40 po Learn more about...
Stocks retreated and the dollar rose after a Federal Reserve policymaker dampened hopes of speedy interest rate cuts from the US central bank. Europe’s Stoxx 600 equity index opened around flat, and U.S. equity futures contracts slipped about 0.2% as it became clear central banks will lean against traders’ rate-cut...
Cathie Wood’s flagship fund on Monday sold Roku Inc., which recently became its biggest holding, for the first time since August. Wood’s Ark Innovation ETF sold 171,268 shares of the streaming-video platform company on Monday, marking its first sale of the stock since Aug. 10, Ark Investment Management data compiled...