By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...
Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...
Markets never move in straight lines. No investor can predict the direction of the next cycle. There are periods of strong gains and high confidence, followed by times when bond yields rise, inflation ...
All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...