To boost returns and protect your investments, you can use the investment metric called correlation. It will rebalance your portfolio at three levels of investment allocation: stocks and bonds, asset ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Our results indicate inflation is a strong driver of the higher correlation in asset returns, even if the relationship is non-linear, with the non-linearity evident when inflation moves above Fed ...

Asset classes are moving unusually relative to one another, puzzling even the most seasoned equity market traders. Goldman Sachs Group Inc. macro trader Bobby Molavi points to equities that are ...

One of the cruel facts about portfolio diversification is that it may or may not pay off in any given period. During periods of market stress, correlations often move higher as many asset classes tend ...

The past year's market volatility and asset repricing have driven significant changes in the 2023 10-Year Capital Market Return Assumptions, released Thursday by BNY Mellon Investor Solutions. The ...

Bitcoin experienced a solid rally of 67.0% during the quarter, marking as one of its most impressive first quarters to date, the team at NYDIG noted in a new report. This surge was primarily fueled by ...

One of the keys to a well-rounded portfolio is diversification through different asset classes. Each class has its own unique characteristics and risk-return profile, and knowing the right mix can ...

Adding an array of asset classes to your stock allocation can sometimes provide ballast for your portfolio, similar to how a keel keeps a sailboat afloat. Diversification can also reduce the overall ...

Abacus Global Management, a company in the alternative asset management industry, launched an asset-based finance (ABF) strategy within Abacus Asset ...

The ongoing battle between the U.S. Securities and Exchange Commission and prospective issuers of bitcoin (BTC) spot ETFs is dominating current crypto headlines. An approved bitcoin ETF would increase ...