Asset allocations

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

Some funds lost more than 90% this year.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Bonds are back for high net worth investors.

Super-rich investors find energy the most attractive of all investment categories.

Buying fewer stocks adds more risk over long investment horizons than has been suggested by academic and popular papers that focus on annual volatility.

DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.

While diversification is hot again, these funds haven't always managed to work as advertised.

An ETF whose issuer had Martina Navratilova and Barney Frank on its board has shut down. What are the lessons for advisors and clients?

Local companies and organizations can spread capital much better than global corporations and institutions, according to practitioners in the field.