Berkshire's Apple holding peaked in third-quarter 2023, when it held over 900 million Apple shares, valued at over $150 billion. This made up 50% of its investment portfolio, a significant ...

As your portfolio evolves, reviewing and rebalancing it regularly is key to staying aligned with your financial goals. A ...

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Sophie Huynh, portfolio manager and strategist for dynamic asset allocation at BNP Paribas Asset Management, discusses the ...

Janney Montgomery Scott LLC raised its position in shares of Ares Dynamic Credit Allocation Fund, Inc. (NYSE:ARDC – Free Report) by 98.2% in the fourth quarter, according to its most recent Form 13F ...

Deepseek was a wake-up call for lazy clients not to neglect diversification, and when it comes to ESG, there is a discrepancy between clients' expressed interest and effective action, says Romain ...

Europe’s Stoxx 600 index was steady, while contracts for the S&P 500 and the Nasdaq 100 declined and a gauge of Asian ...

Most U.S. insurers expect to increase their investment risk tolerance in 2025, although optimism is tempered by concerns over ...

Vishal Kapoor, CEO of Bandhan AMC, says markets have been disappointed with the absence of new liquidity-inducing measures ...

Providers of defined contribution (DC) master trusts are directing an outsized portion of illiquid investments towards UK-based opportunities, with the majority planning to invest between 21 per cent ...

Even some KiwiSaver managers are not convinced by a plan to remove some of the barriers to the schemes investing in private assets – but others say there a ...

As things rapidly change, 'the relative game is very much US equities over US bonds, even though the valuations might tell ...