Traditional asset allocation could be defined as offering strategic allocations covering the five to six major asset classes and typically offering three to six client asset mixes with different ...
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 ...
We advocate a fixed but dynamic allocation of 70% stocks, 20% bonds, and 10% gold, adjusting based on sentiment indicators. Currently, we hold 50% stocks, 10% bonds, and 40% in money market due to ...
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 ...
According to the report, during the long bull market from 1982 to 2007 investment managers moved away from asset allocation, focusing instead on individual manager selection at the asset class level.
Dynamic asset allocation funds, also known as balanced advantage funds, are hybrid schemes that change their asset mix depending on market conditions. While equity funds delivered flat to negative ...
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 ...
Over the past 48 months, global markets have experienced volatility driven by the Fed’s tightening monetary policy, evolving geopolitical issues and broader macroeconomic factors. This has created a ...
Inflows into the category jumped 40% month-on-month to Rs 7,425 crore, compared with Rs 5,314 crore in November 2025. On a ...