Diversification involves spreading your money across a variety of investments and asset classes. A diversified portfolio helps to reduce risk and may lead to a higher return. Investments that move in ...

At its most basic level, diversification recognizes that asset classes — such as equities and bonds — carry different risks and rewards. By combining multiple sources of return, investors can ...

Have you ever wondered why experienced investors don’t put all their money into one stock, one bond, or one type of asset?

Targeting the highest-yielding asset classes can leave investors exposed to significant market risk. Here are tips to ...

Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment strategies and risk management for more effective decision-making.

U.S. equities have dominated since the global financial crisis, but market leadership is cyclical. Abandoning international stocks in hopes of continued U.S. outperformance assumes this cycle is ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Building a global investment portfolio as a U.S. expat demands thoughtful planning, an awareness of regulations and, ideally, ...

Visibility is improving, but selectivity remains essential. Debasement supports allocations to gold and other real assets.

Margaret Giles: Hi. I’m Margaret Giles with Morningstar. Who needs bonds? What bond types are the best to own, and which are best left out of your portfolio altogether? Joining me to discuss those ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...