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ASSET CLASSES
What is an asset class in the context of investment and wealth management?
An asset class is a group of financial instruments that share similar characteristics, behave similarly in the marketplace, and are subject to the same laws and regulations.
What are the main categories of asset classes used in modern portfolio theory?
Equities, fixed income, cash, real estate, and commodities
Which are the major traditional asset classes recognised in wealth management?
The major traditional asset classes are equities (stocks), fixed income (bonds), cash and cash equivalents, and real estate.
What is the typical risk level associated with equity as an asset class?
High risk with potential for high long-term returns
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