Equities

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.

Average portfolios tend to be traditional and helped stabilize markets during the COVID-19 crash, new research shows.

A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.

Funds that buy debt backing sustainability matters grew 12% from the end of 2019 globally, reaching a record $209.5 billion of assets, data show.

Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.

As the S&P 500 flirts with record-high levels, many participants are mulling whether it’s time to take profits or push for more returns.

Fees for the category's best performing mutual funds and ETFs are much like the price of bullion: expensive.