The next frontier in investing isn’t a new asset class—it’s a new way of giving people access. The rise of private markets is impossible to ignore, we explain in Morningstar’s 2026 Outlook. Since 2015 ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

iCapital, the leading global fintech and alternative investments platform, is making it easier for advisors to scaleably diversify their clients’ portfolios beyond traditional public investments. On ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration’s tariff policies sent many stock market indexes into ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Despite volatile markets in 2025, investor confidence in mutual funds stayed strong, with assets under management rising ...

For decades, your investment portfolio has revolved around a key academic idea that hasn’t held up very well: efficient markets. There’s a direct line from the efficient markets theory of Eugene Fama ...

This content was paid for by Newton Investment Management. For institutional investors only. Please read the important disclosure at the end of the document. We have come to define the period that ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Ivanna Hampton: Welcome to Investing Insights. I’m your host, Ivanna Hampton. Different asset classes bring their own diversification benefits and risks to portfolios. Investors looking to hedge their ...

The next frontier in investing isn’t a new asset class—it’s a new way of giving people access. As the number of public companies shrinks and private markets expand, advisors and investors are asking ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...