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Tag: Allocation

How Asset Allocation Is Changing in Core 401(k) Menus

Five Trends Shaping Asset Allocation in Core DC Menus Defined contribution plans…

How Asset Allocation Is Changing in Core 401(k) Menus

Larger DC plans tend to offer fewer diversifiers than smaller plans and,…

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Aligning Allocation to the Global Business Cycle

Asset allocation is expected to do several things at once: earn carry,…

Rethinking Household Asset Allocation Under Capital Constraints

The 60/40 equity–bond portfolio remains a widely used benchmark for long-term asset…

Ken Chen, CFA Ken Chen, CFA

Book Review: Digital Assets: Pricing, Allocation and Regulation

Digital Assets: Pricing, Allocation and Regulation 2025. Edited by Reena Aggarwal and…

Janet J. Mangano Janet J. Mangano

Bayesian Edge Investing: A Framework for Smarter Portfolio Allocation

“I think, therefore I am.” —René Descartes Investing isn’t a test of…

Return to Tradition? Three Reasons to Consider a Bond Allocation

US government money market funds have enjoyed record inflows this year as…