An analysis of defined benefit plans over 25 years finds REITs trailed only private equity for average annual net returns.

The U.S. Treasury 10-year yield could trend toward 5% in 2025, supported by a combination of historical averages and a ...

Lazard Global Total Return and Income Fund offers 10.98% yield, trading at a discount. Read why LGI CEF presents long-term ...

Equity markets are likely to experience consolidation, with normalised earnings growth at 12-13 percent. Volatility may arise from global factors, including currency movements and liquidity impacts, ...

Allocator Collective (formerly IADEI), a consortium of over 800 institutional asset allocators, made five changes for the new ...

Gold had a bumper year in 2024, hitting record highs, but can it continue its run? The election of Donald Trump as US ...

The fund made returns of nearly 20% last year but has failed to retain sufficient assets to be ‘economically efficient’ ...

Your financial objectives and risk tolerance will primarily dictate how you structure your portfolio. But you'll also want to ...

This fund receives a renewed Average Process rating ... 2023 to focus on his role as CIO of the firm’s global asset allocation, which he had started at the beginning of 2023.

Deviations from the fund’s target asset-allocation weightings ebb and flow but are conservative on the whole compared with most multisector bond peers. That’s by design, as O’Neil and Kramer ...

The fund house also says that market will be in consolidation phase and can expect equity returns to be between 8-12% with ...

M's fundamentals have improved and it carries a decent dividend yield.  Essential Utilities is a water utility dedicated to ...