Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

The threat of higher inflation in 2025 may have balanced fund investors recalling a year they remember all too well. In 2022, accelerating inflation led to higher interest rates that roiled both ...

Building a global investment portfolio as a U.S. expat demands thoughtful planning, an awareness of regulations and, ideally, ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...

Global stocks aren’t nearly as expensive as they were in 2000. That’s because the CAPE ratio of foreign stocks is just 22, compared to 40 for US equities. We have never had such a huge disparity in ...

Making a million dollars through your investment portfolio sounds like a dream too good to come true, but with the right strategy you could turn this dream into reality. To do so, however, you might ...

The key benefit of investment diversification is risk reduction. Treasury bonds have historically been quite solid diversifiers for US equity exposure. Cash has also looked really good. It’s possible ...

As our lives evolve, so do our financial and investment priorities. At first, we might have our sights set on paying off debt, buying a car or home, or saving for a wedding. If children come into the ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

Dan Kemp has left Morningstar to set up Portfolio Thinking, an investment consultancy and research platform that will use AI ...