Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Why the 60-40 Portfolio Might Be the Comeback Kid in 2026
By Chris FascianoGiven the current climate for stocks and bonds, as well as global uncertainty, its potential deserves revisiting.
January 06, 2026
What Advisors Can Expect From Private Credit in 2026The segment deserves a serious look. But as with all things in finance, structure, history and discipline matter.
January 05, 2026
Are Passive Funds Getting Dangerous?As ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.
January 02, 2026
Bob Doll's 10 Predictions for 2026Last year's outlook proved too conservative, Doll writes. This year's theme: "high-risk bull market."
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.
December 22, 2025
Janus Henderson to Be Acquired for $7.4BTrian Fund Management and General Catalyst Group are buying the asset manager in an all-cash deal.
December 19, 2025
5 Insurers That Made the Most Indexed Universal Life Sales in Q3Overall sales of the product that launched a thousand heated LinkedIn debates rose 2.6%, year over year.
December 17, 2025
Schwab Doubles AUM Level for Advisors in Client Referral ProgramTwo months ago, the firm said it would hike the asset minimum for investor clients using the program.