Most investors building portfolios take it as an article of faith that holding bonds helps diversify their stocks. But which bonds, specifically, provide the biggest diversification benefits? In our ...

The Holy Grail of Investing, a quotation ascribed to Ray Dalio for defining diversification, portrays his sheer ingenuity in the fields of investment. This cleverly-crafted metaphor compels us to ...

One of the most important market relationships in 2024 is the rising, positive correlation between stocks and bonds. A rising correlation between these two primary asset classes has profound ...

In his 2005 book The World Is Flat: A Brief History of the Twenty-first Century, Thomas Friedman noted that the convergence of technology and events allowed India, China and many other countries to ...

Since early 2022, U.S. equities have experienced negative monthly returns in 17 separate months. Bonds declined in all but three of them. This pattern has led many investors and advisors to question ...

The Private Client Tier integrates seamlessly with TruTrade's ecosystem of AI-powered trading technology, providing transparency, scalability, and operational control. Rather than promoting short-term ...

Commodities have outperformed every major asset class in the last two years by double-digit margins. Looking at daily correlations over the past year, the correlation between U.S. equities and broad ...

Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. New research suggests that effectively diversifying your investment portfolio may be becoming more challenging. Joining me today to discuss ...

Mutual fund bond investors have reached an unwelcome crossroads. With interest rates at historic lows, they have spent much of their post-crisis existence cautiously ascending the risk ladder in ...

Bitcoin’s correlation with stocks and gold is declining as the token scales fresh peaks, bolstering arguments that cryptocurrencies offer portfolio diversification benefits. The 90-day correlation of ...

The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial partner of Benzinga. Measuring risk in real estate is difficult ...

Spreading your investments across different markets, sectors and asset types may help manage risk while creating potential growth opportunities. Here's how diversification works and why it matters for ...