The economic literature has long attributed non-zero expected excess returns in currency markets to time-varying risk premiums demanded by risk-averse investors. This paper, building on Bacchetta and ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

This update discusses Gladstone Capital (GLAD), which remains a component in the Total Return portfolio. The amount of first-lien positions has increased to 72%, with around 10% of the portfolio ...

Investors keep adding private credit to their portfolios, but many still have questions on how to incorporate it into their portfolios. Research from GIC, Singapore’s sovereign wealth fund, and ...

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...