Read here for more details on Invesco KBW Premium Yield Equity REIT ET (KBWY)'s high-yield REIT strategy, its risks, and ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

All investors seek a balance between risk and return that works for their temperament and circumstances. Allocation of capital drives many investment strategies, but some focus on risk allocation ...

Investors and their advisors have one ultimate goal--to achieve acceptable risk-adjusted returns. The term risk-adjusted consists of two components. One is the total return and the other is the risk ...

When building a portfolio, the first decision is your desired asset allocation. How much of your portfolio is to be invested in each asset class (stocks and bonds)? Your allocation should be ...

Elizabeth Moran looks at the broad risk-and-return characteristics of three investment classes: cash, bonds and equities in the Australian market between October 1989 and January 2012. Understanding ...

The investment seeks consistent total returns by seeking to allocate risks across multiple asset classes. The fund pursues its investment objective by allocating portfolio risk across multiple asset ...

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It's more about winning by not losing in Bear markets than winning in Bull markets. The approach tends to generate higher returns and lower maximum drawdowns than Buy-and-Hold when a Bear is in the ...

Merton-type models, also referred to as structural models, such as PortfolioManager (Kealhofer, 2001) and CreditMetrics (Gupton, Finger & Bhatia, 1997), have become the standard choice for financial ...

The investment seeks consistent total returns by seeking to allocate risks across multiple asset classes. Under normal circumstances, the fund pursues its investment objective by allocating portfolio ...