Portfolio Maintenance

Andrew Lo discusses his interview with the Nobel Prize-winning economist who pioneered Modern Portfolio Theory.

The author and financial researcher discusses his new book on the rise of Modern Portfolio Theory and practice.

Reflecting on the man who built investing’s foundation: Modern Portfolio Theory.

A step-by-step guide to ensure your investment portfolio is on track this year.

While correlations have increased and long-term returns have underwhelmed, recent results look a little brighter.

U.S. stock funds are still holding higher-than-usual cash stakes, though those stakes are down from their September peak.

Different styles all have high correlations with the overall market, but that doesn’t translate into identical returns.

History offers investors key lessons.

History offers key lessons on diversification in times of inflationary pressure.

Success also comes to those who stand and wait.

A strategy of buying a basket of stocks and leaving them untouched outperformed the index, not to mention scores of active managers.

The approach wasn’t a cure-all during last year’s brutal market environment, but it helped buffer some losses.

Here’s why portfolio diversification is worth a shot.

You don’t know what you don’t know when investing.

Hint: It’s not about pursuing perfection.

Will ESG become the investment framework of the 21st century?

Historical data can be a valuable gut check for worst-case scenarios.

Inflation holds the key, but over time, the approach still looks sound.

What does the rising number of nondiversified mutual funds mean for risk?

How to accept uncertainty and prepare your investments for different scenarios.