In this video, Marco from Whiteboard Finance breaks down different portfolio allocation models and their historical returns. He reviews Vanguard’s allocation models, analyzing the performance of ...

Investors were rewarded with gains from most categories in 2024, with growth and technology funds realizing the biggest returns.

Investors are debating what competing, or perhaps complementary, factors are driving a rise in Treasury yields that’s served to rattle the stock market. Recently retired New York Times columnist ...

By Daniel ANKOMAH So, there I was in the office, surrounded by reports and charts, when the phone rang, and it was an old ...

The most common types of fixed-income instruments are government and corporate bonds. In this article ... including the value of a stock. Excel is a spreadsheet program from Microsoft that ...

For investors, learning how to create a successful bond portfolio starts with learning some simple allocation methods. The advantages of doing so can be immediate, such as avoiding the high ...

The $114 billion money manager now anticipates the real return of a global 60/40 strategy — which splits a portfolio into 60% equities and 40% bonds — in the next five to 10 years will be 3.5% ...

to make it simple and easy to use spreadsheets using alternatives to Microsoft Excel. Spreadsheets are extremely common in the business world, and used for everything from managing, displaying ...

Brutal bond sell-offs are not what you expect after interest-rate cuts. But since the Federal Reserve started reducing its rates in September the yield on America’s ten-year Treasury has risen ...

In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and ...

and underweight on emerging market bonds. For a typical investment portfolio with a medium-risk profile, 11 per cent is allocated to developed market government bonds, 20 per cent to developed ...