Commodities surged and cash edged higher, but the rest of the major asset classes fell, in some cases sharply, based on a set ...

Strategic vehicle selection, like the use of separately managed accounts, and optimizing asset allocations are two ways to ...

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. Read Full Article » Related Topics: James Picerno, ...

Wall Street fears higher prices and slower growth will sink all stocks — but small-caps and housing hold their own.

Pengana's Adam Myers says investors wanting access to the full opportunity set can no longer overlook global private equity.

Americans are often told to “invest for the long term,” but what exactly does that mean? Long-term investing is about focusing on goals that are still far off and ignoring short-term market gyrations ...

Commercial real estate is often discussed as if it’s one unified asset category. In practice, that assumption causes more operational mistakes—and more lost value—than almost anything else I see.

While every asset class performed well over the last few years, Bitcoin trounced everything. Institutional investors are increasing adoption with easier options and friendly regulations. Another ...

Private Credit is a growing market in the US and globally. A recent estimate places the US market at over $1.25 trillion. While still relatively small in comparison to bank lending and the bond market ...

Market news, by definition, focuses on recent events rather than long-term trends. As a result, recent events are top of mind, easier to remember, and often play an outsize role in investment decision ...

As seen throughout 2025, volatility in asset prices can lead to challenges for institutional investors in maintaining and adjusting their strategic asset allocation policies. It also leads to ...

I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...