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ASSET ALLOCATION News & Analysis
Markets
Investors began the year optimistic of a soft landing; fast-forward a few months, and rate-cut expectations have been pushed out as economic...
Morningstar Manager Research Analysts | 09 May 2024
Retirement
Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine.
Mark LaMonica, CFA | 01 May 2024
Retirement
The risks and opportunities of a portfolio heavily weighted to shares in retirement.
Mark LaMonica, CFA | 12 March 2024
Personal Finance
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...
Mark LaMonica, CFA | 14 February 2024
Personal Finance
Pitchbook’s Quantitative Perspective Report outlines shifts in relationships between risk and returns.
Shani Jayamanne | 14 February 2024
Personal Finance
Mark LaMonica, CFA explains why asset allocation is so important to your portfolio outcomes, how to connect asset allocation to your required rate of...
Shani Jayamanne | 07 January 2024
Personal Finance
Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?
Mark LaMonica, CFA | 29 December 2023
Personal Finance
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Mark LaMonica, CFA | 09 November 2023
ETFs
Morningstar analysts believe this top-rated ETF is an excellent choice for domestic REIT exposure.
Morningstar | 05 November 2023
Retirement
A four step checklist to get ready for retirement.
Mark LaMonica, CFA | 01 November 2023
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