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Keyword: Asset allocation

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Blue spikes

Bond ETFs drove sales up in June, IFIC says

Happy face in the middle of sad faces

Rosy earnings forecasts underpinning stocks face downward revisions

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60/40 portfolio is still hard to beat: Morningstar

man rock climbing

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

Arrow cube

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

Man on dollar cloud

High valuations curb return potential despite strong economic growth

AI technology

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

Advisor tracking stocks

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

plan idea

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

close up of woman counting money with calculator calculations

Fixed-income funds continue to dominate flows