Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major updates in the portfolio here.

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

Photo by Gao Erqiang/China Daily] China's A-share market has opened 2026 on a positive note. Record turnover, buoyant sentiment and a s ...

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

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 ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...