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Keyword: Asset allocation

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60/40 portfolio is still hard to beat: Morningstar

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The top-performing families employed a variety of asset management strategies

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Households are facing the dual drags of inflation and higher interest rates, report says

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High valuations curb return potential despite strong economic growth

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Advisory and customer service functions are among the most advanced AI uses, a report says

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Vince Childers of Cohen & Steers says supply-side risks threaten market expectations for a return to low and stable inflation

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New fund for accredited investors provides access to four private asset classes

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Fixed-income funds continue to dominate flows

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Plus, CI has an asset-allocation suite, and First Trust takes a laddered approach to U.S. equities

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Mutual fund redemptions rose and ETF sales slid, as investors fled equities