Markets saw huge volatility in 2025, with analysts predicting its continuation into 2026. Dynamic asset allocation funds, also known as balanced advantage funds, offer a potential solution by ...

At the time of curating their portfolio, investors tend to weigh the pros and cons of different mutual fund categories. One mutual fund may be the right fit for you based on your risk appetite and ...

The 60/40 portfolio, rooted in Modern Portfolio Theory, balances equities and bonds to optimize returns relative to risk, but its effectiveness declines during high inflation. Rising stock-bond ...

How multi-asset funds used gold and debt to outperform in 2025, and why dynamic allocation will matter even more in 2026.

According to Niharika Tripathi of Wealthy.in, gold and silver emerged as key performance drivers this year. Silver posted near triple-digit gains in India, while gold delivered strong returns, ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Balanced advantage funds (BAFs), also ...

Most investors begin their journeys with simple choices: an equity fund for growth, a debt fund for stability. It works for a while, until the market turns unpredictable — the months when equity ...

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

See holdings data for PineBridge Dynamic Asset Allocation Fund (PDAIX). Research information including asset allocation, sector weightings and top holdings for PineBridge Dynamic Asset Allocation Fund ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...