Portfolio Construction

Forget 60/40 — BlackRock's Larry Fink Wants Investors to Embrace 50/30/20

The BlackRock CEO's proposed portfolio model includes private assets like real estate, infrastructure, and private equity.

Seasoned Strategists Argue Compelling Case for SMIDs

Small-and-mid-cap stocks (SMID caps) are once again underperforming in early 2025, and many advisors may be tempted to write them off.

Asset Managers Churn Out Defense Funds Once Deemed Uninvestable

As governments across Europe ratchet up defense spending, money managers who previously judged the sector too controversial to touch are taking note.

Survey Details 'Stark Differences'

Survey details 'stark differences' between younger and older wealthy investors.

How High-Net-Worth Individuals Adjusted Their Asset Allocation Last Year

A new report from the Capgemini Research Institute details the investment trends of the world’s high-net-worth individuals.

Charles Schwab to Roll Out Alternatives Platform For Qualified Investors

Charles Schwab Corp. is planning to roll out an alternative investments platform in phases for individual investors this year.

$3 Billion Fidelity Manager Dumps Treasuries