global asset allocation

The bull market still has room to run says Morgan Stanley. Here it reveals what it likes across equities, AI, resources and global markets.

On balance, we believe the risks remain skewed to the upside

The 60-40 portfolio has been heralded for decades, but in modern capital markets, is there a better way?

Having done so in 2025, will non-US equity returns continue to outperform US equity returns? Let's look at some charts...

When it comes to investing, perceived familiarity motivates some to load up their portfolios with their own countries’ stocks

Money managers are still bullish, cash is still at multi-year lows, but investors are questioning the soft landing consensus.

Plus, why Chinese stimulus announcements may not lead to the same gains the Australian stock market saw in 2008.

The markets may be shaken, but they're not stirred (yet), says Michael Hartnett of Bank of America.

Here is a look at the macro factors that drove markets in May.

BlackRock's global chief investment strategist Wei Li argues this year is one for the megatrends.