I believe portfolios need to be balanced this year ... Banks are reasonably priced, especially consumer-facing banks. For example, Bajaj Finance is positioned to benefit significantly due to ...

As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

We spoke with Brandywine Global to find out where they're seeing value around the world and why they own global airlines.

A great choice for a balanced portfolio. Our research team assigns ... up focus has contributed to good allocation decisions. For example, Scanlon saw little opportunity in stocks toward the ...

Each asset class has a different risk and return profile and can serve a different purpose within a portfolio. Private equity, for example, focuses on long-term growth, while infrastructure offers ...

For example, during the first three quarters ... Though benchmarked against the typical balanced 60% equity/40% portfolio, the strategy’s equity exposure has gone up to 73% in November 2021 ...

The 60/40 portfolio, consisting of 60% U.S. stocks and 40% U.S. Treasury bonds, has become the cornerstone makeup of most portfolios ever since John Bogle of Vanguard released their Balanced fund ...

However, the 60/40 portfolio has faced some challenges recently. In 2022, many of these portfolios lost over 15% of their value. This has led some to question whether the 60/40 mi ...

As we step into 2025, investors find themselves reflecting on a market narrative that seemed almost scripted. Read more here.