#asset allocation
articles
Chinese Investors Buy the Dip: Stock ETFs Draw 77 Billion Yuan in Two Weeks
As A-share volatility spiked around China's National Day holiday, equity ETFs absorbed over 77 billion yuan in net inflo...
NBER Study Reveals How Millionaires Actually Invest — and It's More Conservative Than Expected
A National Bureau of Economic Research study of over 1,000 millionaire investors finds portfolios dominated by equities ...
A 50-Year-Old With $50,000 to Invest: Is a 0.80% Advisory Fee Worth It?
A single 50-year-old investor asks whether a big firm's 0.80% fee on $50,000 makes sense for long-term growth. Advisers ...
A Higher Stock-Bond Correlation Doesn't Doom the 60/40 Portfolio
The classic 60/40 portfolio is being questioned as stock-bond correlations rise, but a narrow focus on co-movement misse...
Ventura’s Vinit Bolinjkar sees 7–8% Nifty upside by year-end; avoid legacy IT stocks
Ventura’s head of research expects another 7–8% Nifty gain by December if bank margins, crude and autos cooperate, while...
Zhong Ou Fund Fixed Income Head: Debt De-risking Is Mid-Course, Low Rates Persist
The fund manager says China's low-rate environment remains intact, second-half bond pricing is reasonable after the 2025...
French PER Default Management Masks Wide Performance Gaps, 2026 Report Warns
A Good Value for Money study finds France's default target-date PER management can produce very uneven returns and alloc...
Investing after 70: The bucket strategy financial experts recommend
Retirees face a smaller time horizon, but leaving cash in a checking account erodes value. Financial experts share a sim...
China's Life Insurers Post 70% Profit Jump as Participating Policies Eclipse Traditional Guarantees
A regulatory-driven shift to dividend-paying products combined with a stock market rally propelled A-share insurers' net...
Avendus Wealth Tells Clients to Keep 35% in Cash Despite Constructive Market Outlook
The wealth manager is shifting focus from liquidity-fuelled gains to earnings delivery, and says near-term noise justifi...
Bank of America Urges Rotation Into Gold as August-October 'Danger Zone' Looms
Seasonal data shows the S&P 500 averaging near-zero returns from August to October, while gold, the dollar, and bonds hi...
Gold and S&P 500 Hit Simultaneous Records, Defying Traditional Correlation
The rare coincidence of gold and equities reaching all-time highs on the same day underscores an unusual market divergen...