My inflation sensitive Model Portfolio outperformed the S&P 500 in January 2026, driven by strong returns in Precious Metals, Quality Stocks and ...

During a panel discussion at Consensus in Hong Kong, Peach pointed to massive capital pools in traditional finance as ETF adoption spreads across Asia.

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Bitcoin volatility is pushing investors toward diversified crypto allocation models to manage risk, stabilize returns, and ...

With DOGE moving into the background, the case for future inflation in the U.S. has been solidified. My Model Asset Allocation outlined in prior articles should serve investors well if the inflation ...

The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

Traditional asset allocation models have reached their ‘use-by date' and are no longer guaranteed to perform in the current economic climate and should be abandoned in favour of models that use ...

Discover how Hyperbolic Absolute Risk Aversion models risk tolerance, influences investment choices, and simplifies financial ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...