In today’s investment landscape, the debate between active and passive management often misses a critical point: they aren’t ...
This week's Chart of the Week comes from the State of Retirement Income Report 2024. It looks at where asset allocation and retirement withdrawal rates meet. What's a safe amount to take out of your ...
Exhibit 1: Bitcoin (log chart) power law curves The fundamental ... These insights drive more informed allocation decisions within multi-asset portfolios. Exhibit 2: Optimal multi-asset allocation ...
Trading at a 4.84% discount to NAV, RIV's valuation is more attractive than its historical average, making it a potential buy ...
Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our ...
The historical average investment return by asset class for the last 40 years might surprise you. You have many options when choosing a vehicle for your investment dollars and it's important to ...
Against that backdrop, Vanguard, the world's second-largest asset manager, has suggested that investors rethink a long-held rule of thumb for portfolio allocation in the new year - by swapping the ...
In this month’s Defaqto MPS Comparator article, Andy Parsons, insight manager investments at Defaqto, looks at the top performing defensive model portfolios.
Access our live advanced streaming chart for the Global X Enhanced All-Equity Asset Allocation CAD ETF free of charge. This unique "area" or candle chart enables you to clearly notice the movements of ...
The Fund may also invest indirectly via collective investment schemes or derivatives in other asset classes such as property and gold. Please note that past performance is not a reliable indicator of ...
The Fund aims to deliver an income return in excess of the Index over any given 3- year period and provide an average annual net return greater than the Index over rolling 5-year periods. This should ...