Asset Allocation & Rebalancing

17+ hour, 8+ min ago   (871+ words) Millions of Britons risk facing financial losses because the AI models they rely on for financial advice are giving them the wrong answers most of the time, according to new research. Free to use models give more inaccurate advice than…...

4+ day, 39+ min ago   (207+ words) This matters because periods of divergence do not necessarily represent permanent changes in relative return potential. They can also reflect differences in where markets are in their respective cycles. In Part 1 of Dawson’s Spotlight on Private Equity series, we examined…...

4+ day, 14+ hour ago   (215+ words) Published 10 Sep.2026 15:56(KST) Recently, in the global financial markets, the traditional correlation between equities and bonds has broken down, as both assets have declined in tandem, leading to heightened uncertainty. As the traditional portfolio diversification effect is no longer functioning,…...

5+ day, 6+ hour ago   (611+ words) Willem le Roux, head of Multi-Asset Solutions at Sanlam Investments Multi-Manager, argues that portfolios, like successful rugby teams, need more than strong individual performers. They need to work as a system, adapt to changing conditions and remain resilient under pressure....

6+ day, 5+ hour ago   (360+ words) Date: 08 Sep 2026 · 18:02 Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, and Tesla—the Magnificent 7—do not only concentrate an extraordinary portion of U.S. market capitalization; the real impact is that because their results, artificial intelligence investments, and growth expectations determine the…...

6+ day, 17+ hour ago   (265+ words) Rising interest in TPA can also be viewed as a symptom of this new investment environment. Simply put – solving for a static SAA over many years is inconsistent with today’s world – and investor experience of this in their portfolios leads…...

6+ day, 19+ hour ago   (888+ words) Under the partnership, BEA’s retail and private banking clients will have access to the T. Rowe Price Funds SICAV – China Evolution Equity fund. Sponsored by Loomis Sayles & Natixis The Growth Equity Strategies Team at Loomis Sayles, an affiliate of Natixis…...

1+ week, 22+ hour ago   (24+ words) Some investors are treating long-term portfolios like trading accounts, according to PhillipCapital boss Craig Semmens, who says constant checking can lead to costly decisions....

1+ week, 3+ day ago   (760+ words) South Africa’s resilient rand faces geopolitical risks, while hedging strategies can help businesses and individuals manage volatility effectively....

1+ week, 4+ day ago   (156+ words) Investors' Chronicle Talk of market concentration in the US is old news. But Asia has also long had a ‘Magnificent Seven’ problem in the form of TSMC (TW:2330) taking up a huge chunk of the index. In the past year,…...