The risk-free rate is the rate of return offered by an investment that carries zero risk. Every investment asset carries some level of risk, however small, so the risk-free rate is something of a ...

Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both upward and downward price movements, downside risk focuses solely on the ...

Given events in Europe over the past couple of months it is illuminating to reflect that the two banking systems that best survived the crisis of 2008 were those of Greece and Cyprus. This was because ...

About 4 months ago, I argued it was among the worst times to invest in non-investment grade debts, like those held in PIMCO Dynamic Income Fund in 3 decades. Now, I see an improved return/risk profile ...

iShares High Yield Systematic Bond ETF pursues fixed income investments in junkier markets. Recent market conditions have increased credit spreads. The ETF consists mostly of BB or B rated instruments ...

Forbes contributors publish independent expert analyses and insights. I write about the management of wealth, portfolios, and finances. “Risk” is a something of a loaded word, having a somewhat ...