Strategically allocating your investments across different asset classes is the best way to balance risk and reward. It helps you optimize your portfolios for growth and stability while reducing ...

The expansion of private market access is well underway. Assets in funds that offer limited liquidity and exposure to private assets approached USD 350 billion in net assets at the end of 2024. While ...

Zephyr Market Strategist Ryan Nauman sits down with North Square Investments CEO Mark Goodwin to talk about the trends in active investment management. Mark shares some of his insights about the ...

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

We’ve previously written about why rebalancing a portfolio at least once a year, or whenever the stock/bond split drifts significantly away from target levels, can help moderate volatility and keep ...

With bond markets well off recent troughs and equity markets up roughly 50 percent in the last two years, private real estate, which is still down by approximately 25 percent from its peak, represents ...

Commercial property owners will face a friendlier economic environment in 2026 if the pace of inflation is slower and interest rates are lower. Even without declines in prices and borrowing costs, ...

At the end of every year, I find that it is important to review the total returns of five major investment categories. Stocks have delivered an 87.11% total return, leading the major asset classes.

Creating a diversified retirement portfolio can spread your investments across different asset classes with the goal of reducing risk and enhancing returns. A mix of stocks, bonds, real estate and ...

Following the U.S. presidential election, crypto’s headwinds have seemingly dissipated. Since early November bitcoin has reached $100K amid regulatory wins such as the nomination of crypto-friendly ...

Global markets endured a volatile run in 2025, but when the last trades closed on Dec. 31, all the major asset classes posted ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.