Why the 60/40 Portfolio Needs a New PlaybookWhy the 60/40 Portfolio Needs a New PlaybookWhy the 60/40 Portfolio Needs a New Playbook
For most of the last four decades, the 60/40 portfolio did exactly what it promised. Stocks climbed, bonds offset the losses when they didn’t, and advisors could build client portfolios around a reliably predictable balance. Key Takeaways: The 60/40 portfolio struggles when inflation is high and stocks and bonds fall at the same time. Managed […]
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