ASSET ALLOCATION News & Analysis

The risks and opportunities of a portfolio heavily weighted to shares in retirement.

Shares have higher long-term returns and some investors don’t think there is a point in investing in bonds.  For some investors this may...

Pitchbook’s Quantitative Perspective Report outlines shifts in relationships between risk and returns. 

Mark LaMonica, CFA explains why asset allocation is so important to your portfolio outcomes, how to connect asset allocation to your required rate of...

Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.

Morningstar analysts believe this top-rated ETF is an excellent choice for domestic REIT exposure. 

A four step checklist to get ready for retirement. 

Morningstar’s CIO for EMEA, Mike Coop says cash is back as a home for capital – but only for shorter term needs

Ignore the short-term noise and stick to your investment plan.