Understanding the correlation between various asset classes is crucial for investors aiming to build a diversified investment portfolio. Correlation measures the statistical relationship between the ...

What Are Asset Class Correlations? Asset class correlations refer to the degree to which the returns of different asset classes move in relation to each other. A high positive correlation indicates ...

We find that the Digital Assets Bitcoin and Ethereum show variable correlation of return coefficients with traditional assets, but these increased sharply with risk-on assets, like equities, after the ...

The latest price move in gold is occurring with positive correlation to the S&P 500, as opposed to the negative correlation ...

A portfolio of assets that don’t move in tandem may potentially lower overall portfolio risk. Positive returns from uncorrelated assets may boost overall portfolio performance potential. A mix of ...

In our recently published 2023 Diversification Landscape report, we took a deep dive into how different asset classes performed in the past couple of years, how correlations between them have changed, ...

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

The financial media often points out Bitcoin’s (BTC) correlation to Big Tech. “Bitcoin is trading like a tech stock” is a common narrative alongside BTC’s often acute inverse relationship with the ...

How many asset classes are there? An asset class is a group of investments with similar financial characteristics. As a result, they react similarly to market events. Asset classes are the building ...

Ivanna Hampton: Welcome to Investing Insights. I’m your host, Ivanna Hampton. Investing Insights is helping investors navigate market volatility in a new series. Morningstar strategists and authors ...

Stocks, cash, gold and bonds are set for some of the largest yearly inflows on record in a market that’s seeing a breakdown in traditional correlations between asset classes. Equity funds are heading ...