Fixed income

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

“Their top holdings are focused on those companies that have benefited in a post-COVID world,” an expert says.

It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.

The Managed Funds Association urged the agency to do more analysis before moving forward.

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

Chairman Jerome Powell and other officials have stressed that recovery is highly dependent on the nation’s ability to better control the coronavirus.

Investors are placing their bets on value funds after the category posted its worst quarter this century in the wake of the coronavirus pandemic.

Investors are trying to eliminate the cash drag in their portfolios, says Dan Suzuki, deputy CIO at Richard Bernstein.

Among some 500 large-cap U.S. mutual funds, those with at least one-third of manager positions held by women have beaten those with none, data show.

“Given the moment that we’re at in history with all of the threats to racial, gender and climate justice, it really felt like it was time to expand what we were doing.” Rachel Robasciotti says.