Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Jason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, 2026 ...

Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

Jeff and Susan have $460,000 in two brokerage accounts. If they live to age 85 — for another 35 years — without making any ...

All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...

Retirees: Protect your wealth and avoid costly mistakes with these four essential portfolio strategies for lasting financial ...

With gold prices nearing $4,500, this allocation strategy could protect your portfolio and prime it for growth.

This is why I overweight alternatives with strong risk-based explanations—like illiquidity premiums or value premiums—relative to those driven purely by behavioral factors like momentum. The former ...

Active management is based on the belief that skilled managers can generate alpha through market insight and tactical ...

In Part 1 and 2 of this three-part series, we unpacked the BTC Markets Investor Study Report 2025, revealing how Australian ...

Bitcoin's market cap ratio to gold shows R² 0.959 correlation since 2010, projecting potential parity with gold's $16T by mid ...