Why rebalance a multi-asset portfolio?

Maintaining diversification, managing risk, and enhancing long-term returns Multi-asset portfolios are designed to provide diversification by spreading investments across various asset classes to reduce risk. Over time, however, some asset classes may become overweighted (or underweighted), potentially reducing a portfolio’s overall diversification. For example, if equities perform exceptionally well, a portfolio that was initially well-diversified … Read more

How behavioural biases could be hurting your investment returns

Two mental traps that could be affecting your investing Even the most experienced investors can fall prey to subtle psychological traps. These behavioural biases often operate under the surface, influencing decisions in ways that can undermine long-term investment success. Here are two of the most common behavioural biases that may be affecting your investment results … Read more