If you thought investing in equities was the right decision a few months ago, doubled your investment, and are now in losses—you are not alone. And if you think it is best to stay away from this ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...

Asset allocation is the composition of your investment portfolio across different asset types and classes, such as stocks and bonds. Stocks and bonds are two headlining ingredients in a successful ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

The fund underperformed its benchmark, the Index Asset Allocation Blended Index, during the second quarter. The fund's stock allocation performed in line with the S&P 500 Index, while the fixed income ...

TORONTO--(BUSINESS WIRE)--CI Global Asset Management (“CI GAM”) today announced enhancements to its private markets funds designed to make these innovative investment solutions accessible to a broader ...

The fund outperformed its benchmark, the Index Asset Allocation Blended Index, during the third quarter. The fund's tactical asset allocation (TAA) trades added to performance over the period. The ...