The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification ...

Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

Explore expert techniques for shorting the U.S. bond market. Equip yourself with knowledge on hedging strategies and inverse ...

Bonds, once viewed as a reliable hedge against risk, took on the role of risk accelerator since 2021, as inflation shifted traditional stock/bond correlations from negative to positive. This trend is ...

Wall Street’s message to investors: Calm down. That’s the notable takeaway from my latest roundup of capital markets assumptions from major investment providers, where they forecast returns for the ...

BlackRock's Gargi Pal Chaudhuri says the 60/40 portfolio is effective again for investors. Higher starting yields and Fed policy shifts have restored bonds as a hedge against stocks. Chaudhuri favors ...

Global asset manager Vanguard has stated a preference for a “40% stocks and 60% bonds” investment ratio over the traditional “60% stocks and 40% bonds” ratio. According to a CNBC report on the 5th ...

High yield bonds offer superior returns with manageable risk when selected using strict criteria on credit rating, maturity, and leverage metrics. My portfolio favors bonds with maturities under 5 ...