News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, ...

President Donald Trump's "tariff shock" has joined the short list of major historical events to unleash chaos in the U.S.

Oxford Square Capital's financial health and debt structure contribute to a favorable credit rating and investment outlook.

Australia's key investment markets—stocks, bonds ... as the chart below shows. The chart above shows the Aussie stock market in comparison to the US stock market, and its relative performance ...

Key point: Stocks are turning the corner vs bonds; asset allocators take note. Bonus Chart: Global Perspective on the Stock/Bond Ratio As I shared with clients earlier this week, there’s a ...

And for most U.S. investors the 60% allocated to stocks will probably be mostly or entirely in U.S. companies. Where to ...

Dividends can be a great way to book a return ... bonds, which are backed by the U.S. government, a dividend is only as good ...

US stock futures traded flat on the heels of a bruising day on Wall Street that underscored fears over the economic impact of President Trump's tariffs.

“Stocks get the pixels, bonds get the dollars,” wrote my colleague Sylvester Flood in Morningstar’s Global Fund Flows report earlier this year. It’s a paradox, to be sure. For years, a ...

Software was 'somewhat immune' from tariff turmoil, but investors with exposure to the sector need to beware of a key risk threshold on bond yields ... against the returns of a stock to decide ...

This crypto vs. stocks explainer analyzes the performance and resilience of both asset classes during past U.S. recessions.

In line with recent history, US equities are still the downside outlier for expected return relative to the market’s history and the various asset classes that comprise GMI. The average forecast for ...