Macquarie Asset Management, an investment management company, released its “Macquarie Core Equity Fund” investor letter for ...

With a broad presence spanning beverages, snacks and “permissible” offerings, PepsiCo Inc. PEP remains well-positioned to ...

A simple test of adding gold and/or bitcoin to a stock and bond portfolio highlights key differences in risk and reward ...

The latest update is out from Future Generation Global Limited ( ($AU:FGG) ). Future Generation Global Limited reported a positive performance for ...

The 60/40 portfolio is the standard-bearer for investors with a moderate risk tolerance. It gives you about half the volatility of the stock market but tends to provide good returns over the long term ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Visualizations can be crucial for effectively sharing information with your team, or clients, about what’s happening with your portfolio. They can also potentially help you make timely investing ...

Is the 60/40 portfolio still relevant? How to construct a 60/40 portfolio with ETFs? Marco Santanché, a former Credit Suisse quant strategist and author of a monthly research series Quant Evolution, ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Exchange-traded funds (ETFs) are an easy entry point into investing. They ...

On March 19, 2025, the staff of the U.S. Securities and Exchange Commission (the “SEC”) updated its Frequently Asked Questions (“FAQ”) pertaining to Rule 206(4)-1 (the “Marketing Rule”) under the ...