Asset Allocation

The stresses in private lending are concentrated in just a few sectors and don’t impact bank balance sheets, unlike during the financial crisis.

Spikes in oil prices and cracks in the market for private credit could mean investors in these strategies are at risk should the S&P 500 continue to fall, new research shows.

Business fundamentals still matter for HALO firms, Seth Kirkham writes in a guest commentary.

The conglomerate also owns stakes of about 10% in five Japanese trading companies

Asset managers says private credit may be out of favor right now, but it still belongs in retirement portfolios over the long run.

Retirees, who are particularly vulnerable to inflation, must shield their investments from major hits.

Women generally become focused on creating a governance structure—the principles and values that guide how a family manages its wealth and business interests, according to one study.

Pre-IPO investment opportunities marketed to retail investors aren’t what they seem, Marshall Sandman writes in a guest commentary.

Whether the emerging markets bull run continues will depend on how much the rise in oil prices threatens the global economy.

The market is shaky, software stocks have gone off a cliff, and semiconductor stocks are giving back some of their gain. It’s time to tweak your portfolio.

Annuities and stocks can be better for long-term financial security. How to invest.

The top fund families of 2025 had exquisite timing—and managers with strong stomachs. How they navigated a tumultuous year.

John Arnold’s philanthropy focuses on criminal justice, health, and other societal initiatives.

There’s a strong case for hedging your bets with alts. The question is which kind to buy.

The All Aboard Fund is bringing together private-market firms to source capital-intensive clean-tech deals.

Morningstar and PitchBook have developed a series of indexes to track the performance of the growing number of semiliquid funds investing in private markets.

A J.P. Morgan Private Bank survey of global single-family offices find more than half aren’t exposed to private companies leading the AI boom.

A surge of capital from individual investors will reshape the markets for alternative assets. Whether a manager will equally support both retail and institutional investors is a concern.

This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.

International stocks and gold may be good bets for both gains and safety in a riskier global market.

Emerging market funds are beating the S&P 500. The rally Is real.

ARK Invest sold more Tesla stock. Tesla bulls shouldn’t worry, yet.

The crypto skeptics are missing something important, Brian Schreiner writes in a guest commentary.

Plenty of strategists see another year of double-digit gains to come, but it won’t be all about AI.

If you’re looking for a way to diversify your portfolio, look somewhere else.