Foreign securities and US real estate investment trusts led a broad-based rally for the major asset classes in February, ...

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 ...

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 ...

International stocks and REITs dominated during the month.

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.

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 ...

The expansion of private market access is well underway. Assets in semiliquid funds, which offer exposure to private assets and limited liquidity, reached $493 billion in net assets by Q3 2025. Source ...

I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

Creating a new asset class could help more Americans access the in-plan guaranteed lifetime income options studies show are needed to help avert a mass retirement crisis. Cheryl Evans, director of the ...