Understanding the correlation between various asset classes is crucial for investors aiming to build a diversified investment portfolio. Correlation measures the statistical relationship between the ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Investing in apartments can be a great way to increase your wealth and diversify your ...

The start to 2025 saw a notable shift in market conditions, with volatility proving to be the only constant. Recent months serve as a stark reminder of how unpredictable markets can be, particularly ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

What Are Asset Class Correlations? Asset class correlations refer to the degree to which the returns of different asset classes move in relation to each other. A high positive correlation indicates ...

What is the current trend for asset classes? In the dynamic world of investing, new asset classes trends can captivate both industry experts and individual investors. However, these trendy assets may ...

We first reviewed asset class performance so far in 2023. Many of this year's big winners were big losers in 2022, but many of 2022's big losers continue to underperform in 2023. The only three asset ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

REITs have historically outperformed almost all asset classes, while being much safer. REITs have a bond-like risk profile, but achieve equity-like returns and pay high dividends. The fear of interest ...

Innovative vehicles such as interval funds, BDCs, alternative ETFs, and feeder funds are democratizing alternative investment strategies.