Umang Papneja, CEO of Julius Baer India, said asset allocation preferences are evolving, with equity accounting for up to two ...

Higher stock valuations and lower yields from fixed income support the case for a more conservative approach, finds ...

The face amount of munis outstanding rose to $4.171 trillion, a 0.8% increase from Q2 2024 and 2.9% from Q3 2023, according ...

Planning a well-balanced investment portfolio ensures a steady income, capital preservation, and financial independence ...

In particular, the intermediate segment of the US Treasury yield curve (bonds with a five- to seven-year life) offers an ...

State Street Global Advisors (SSGA) has launched Europe’s first fixed-income ETF offering targeted exposure to Saudi Arabia ...

In Canadian fixed-income investments, approximately half were short-term bond funds ... downside risk, and correlation to traditional asset classes. The fund is diversified across a variety of ...

James Flintoft has been head of investment solutions at AJ Bell since January 2024. He joined the company from Wealthtek ...

Bond prices move inversely to yields and, because sovereign debt is regarded as a safe asset, they are affected by a combination of inflation expectations, interest rates, creditworthiness and appetit ...

The Allspring Asset Allocation Fund underperformed its custom benchmark Index for the third quarter of 2024. Click here to read the full commentary.

Mark D. Goodwin of North Square Investments discusses how active management has evolved with the proliferation of passive investing.

The finance industry is polarizing between two different approaches to investment firms accessing captive capital.