C8 Bulletin: Is the 60-40 Split Dead? (Advisor Hub)

C8's CEO, Mattias Eriksson, proposes an alternative to this traditional equity-bond mix that results in better and more robust investment outcomes. It is achieved through a combination of adding uncorrelated alternative constituents and using modern portfolio construction methods. 
BY JON WEBB

Discover the full article in Advisor Hub by clicking on this link:

Is the 60-40 Split Dead?

Summary:  The 60/40 portfolio traditionally consists of 60% equities and 40% bonds and remains a popular allocation strategy for investors. It aims to balance higher-growth equities and lower-risk bonds, offering some protection during market downturns. Recent declines in both equities and bonds challenge the effectiveness of this allocation because portfolio models – like the 60/40 allocation – assume that asset classes remain uncorrelated.

C8’s CEO, Mattias Eriksson, proposes an alternative to this traditional equity-bond mix that results in better and more robust investment outcomes. It is achieved through a combination of adding uncorrelated alternative constituents and using modern portfolio construction methods.

Other posts

With Tariffs Of The Table, Focus Returns to Earnings

BY TEMATICA
Market Wrap US Futures and overseas markets began the day playing out as everyone… Read more →

C8 Weekly Bulletin:  Direct Indexing and Capturing EM Trends with EVOLIDS

BY JON WEBB
One of our index providers, EVOLIDS, has produced a great piece on the advantages of Direct Indexing. Over the past year there has been increasing focus on opportunities in Emerging Market equities on the back of higher commodity prices, and inflation in developed markets.  Access the EVOLIDS Global Emerging Markets Long/Short Index on C8 Studio to take advantage of this renewed volatility. Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy December 2022 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →
Back to all posts →