Asset Allocation

The head of the Tampa Fire & Police Pension fund explains how an ultralong-term focus can deliver through thick and thin.

A mix of stocks and bonds is typically a smart asset-allocation move. But the strategy has lagged behind the market in the past few years.

Ed Perks, manager of the 73-year-old Franklin Income Fund, is investing equally in stocks and bonds, often from the same companies. He shares some picks.

The company says it is making it easier and more efficient for advisors to provide clients exposure to alternative investments through its custom model portfolios.

Mike Gitlin, CEO of the Capital Group, speaks with At Barron’s Andy Serwer.

More than 90% of institutional investors and advisors say they plan to increase their exposure to private markets in the next two years.

They are shifting more assets directly into private companies, and are showing increased interest in cryptocurrencies and real estate, BNY Wealth says

Morgan Stanley CEO Ted Pick is looking to increase exposure to alternative investments and drive conversions from the company’s workplace advisory business to its financial advisors who serve individuals.

Investors should pay attention to where the government is spending our tax dollars, but that doesn’t mean chasing returns based on political movements.

Global diversification is working this year and could continue to do so for years to come.

Causeway’s Sarah Ketterer likes AstraZeneca and Gucci’s parent company, Kering. Where else she’s picking up bargains.

Staples, utilities, and healthcare have fallen out of favor since President Donald Trump’s tariff reversal. They could be ready to rally.

Europe’s stocks are beating the U.S. this year—and they’ve been less volatile, too.

Not all dividend stocks are equal in this type of economic environment.

After years of U.S. stock-market gains, investment experts see more value abroad. One recommendation: 15% to 20% in foreign markets.

The yield on the 30-year Treasury bond surged above 5%, one of its highest levels since 2023.

Many of these stocks have taken investors on roller-coaster rides and have sky-high price-to-earnings ratios. 

The move is one of the latest efforts to bring investments once only available to institutions and wealthy individuals to the broader public.

Anyone who missed the rebound in the stock market may want to think twice before plowing money into shares at today’s prices.

The so-called “permanent” portfolio could provide an alternative.

It seems time for other global markets—including the U.S.’s northern neighbor—to shine.

Once deemed ‘uninvestible,’ China’s markets are now starting to converge with the U.S., Eric Wong writes in a guest commentary.

Small-caps have also already felt a lot of pain, so much of the worst should be in the rearview mirror.

Roles have reversed as the U.S. stock market turns in a dismal performance this year while international equities are a bright spot.

The market’s wild swings drove investors to seek a haven. They chose the precious metal.