Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
10 Worst-Performing U.S. Stock ETFs of 2025: Morningstar
By Dinah Wisenberg BrinMany of these funds have been underperforming for at least three years, according to analysts.
January 06, 2026
Younger Savers Capture Opportunities Gen X, Boomers MissedGen Z and millennial savers started contributing to workplace retirement plans at 23 and 28, a survey finds.
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.