I downgrade FDL to hold due to its heavy energy and health care exposure, which are underperforming and dragging on returns. The recent portfolio rebalance increased FDL's risk and volatility, with 55 ...

A forward looking analysis of alternative investments in 2026, covering private equity, private credit, infrastructure, real ...

Nomura's Gareth Nicholson is putting a precise number on how much risk investors should shift away from traditional markets, ...

A detailed analysis examines various methods to protect investments when market downturns occur. The article reviews several techniques and provides insight into how each strategy works. Investors can ...

While equity-bond correlations have by and large been negative over the past decade, it has turned positive since 2022. Gold's historical status as a safe-haven asset and store of value offers a layer ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

A prominent and well-regarded researcher, himself a founder of a pension consulting firm, recently released a bombshell Social Science Network report that reveals the underperformance of public ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Most investors have concerns about the global economy. We are almost a decade removed from the 2008 financial crisis and have witnessed the S&P 500 index appreciate by nearly 200 percent as of the ...

For a long time, the 60/40 portfolio was the cornerstone of financial planning for advisors. This simple strategy, allocating 60% to stocks and 40% to bonds, offered a balance between growth potential ...

When evaluating alternative investments, most people focus on the potential for higher returns. And while I believe the pursuit of higher returns is a strong reason for alternatives for quite a number ...