Portfolio construction

Concerns grows that the the $1.7 trillion private credit industry could be adding hard-to-detect risks to the U.S. financial system.

The "everything bubble" was great, but with the Fed predicting a mild recession a different approach is needed to protect historically outsized gains.

New portfolios from BlackRock, Fidelity, T. Rowe Price and Clark Capital underscore the Chicago-based firm's ambitions with independent advisors.

Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.

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

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

While I bonds can be a worthwhile investment, they're not as useful for high-net-worth investors close to or in retirement, writes Alexis Leondis.

While the worries are all valid, they don’t mean the approach has suddenly become financial suicide overnight, writes Emily Cadman.

Faster connections increase the potential for automation-based technologies, including autonomous vehicles and industrial robots.

Advisor Peter Krull favors actively managed sustainable products due to the “greenwashing” he says often occurs with ESG index funds.

Due to declining returns from bonds, the model 60/40 portfolio may eke out real returns of just 1%-2% a year over the next decade, said Lim Chow Kiat, chief executive officer of GIC.

Such products attracted more than $32 billion in January and February, by far their best start to a year.

These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.

While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.

Loose monetary policy and huge stimulus injections have some investors questioning the validity of traditional long-term approaches.

Far from commoditized, digital advisors' performance varies widely, according to new research.

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.

Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.