Markets saw huge volatility in 2025, with analysts predicting its continuation into 2026. Dynamic asset allocation funds, also known as balanced advantage funds, offer a potential solution by ...

Asset allocation is a very important part of creating and balancing your investment portfolio. After all, it is one of the ...

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 ...

High stock valuations suggest very low returns over the next decade, necessitating a shift from "buy and hold" to dynamic asset allocation. Dynamic Asset Allocation involves a mix of stocks, bonds, ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

Most investors begin their journeys with simple choices: an equity fund for growth, a debt fund for stability. It works for a while, until the market turns unpredictable — the months when equity ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...