Government bonds play a pivotal role in a balanced portfolio; there are very few assets that provide the diversification benefits gilts can bring. So often over the last 30 years, when equity markets ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Former FCA technical specialist turned consultant Rory Percival’s recent survey of risk profiling tools has stirred up yet more controversy regarding the suitability of asset allocation models within ...

Asset allocation is a foundational concept in investment management. It involves the strategic distribution of your investment portfolio across different asset classes. There isn’t a universal ...

How much risk an investor should take depends on their ability to sit comfortably through spells when their portfolio falls from previous peaks in its value. This is partly a question of personality ...

Kuwait 24 July, 2007 - The July 2007 report on GCC Asset Allocation from Kuwait Financial Center S.A.K. ("Markaz") shows a reduction in the allocation to Saudi Arabia and UAE markets. The research is ...

Should you buy, hold or fold Rathbone Ethical Bond Fund? How are Trustnet’s 2025 fund picks getting on so far? The long and the short of it: Can long/short funds really protect your portfolio?

The Skandia model recommends that more cautious investors have around 41 per cent in cash or money market funds. GLG Cash, Fidelity Moneybuilder Income and Henderson Cash are the best-performing funds ...

We’ll send you a myFT Daily Digest email rounding up the latest US news every morning. For the past 10 years I have used the Kelly optimisation model as an “antidote” to mean variance optimisation ...