Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

MANY investors start their journey by choosing what feels familiar. For Filipino investors, this often means sticking to local stocks, keeping money in fixed income or focusing on a single successful ...

Commodities and foreign stocks led the performance race in January for the major asset classes, based on a set of ETF proxies.

Asset allocation is the foundation of smart investing. It refers to how an investor divides their money across different asset classes—such as equities, debt instruments, gold, and cash—based on their ...

Global markets endured a volatile run in 2025, but when the last trades closed on Dec. 31, all the major asset classes posted gains for the year, based on a set of ETFs. Stocks in emerging markets ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...