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

NDR Fixed Income Allocation Strategy October 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

Thoughts From The Divide: Identifying Ducks

BY JON WEBB
While we may have missed getting out our Thoughts From The Divide year-in-review piece before the new year (mea maxima culpa), we did manage to spend some time going through our “best of” and “greatest hits” in anticipation of the changing of the calendar. As usual, there were some repeated themes and tropes, but at the highest level, what struck us was that last year seemed very much governed by the timeless question from the underrated philosopher of science, Whitney Houston: “How will I know?” (closely followed by her observation that “crack is whack”) Read more →

Oh My! Trump Tariffs, State of the Union, ISM Services Data

BY TEMATICA
What will Fed Chair Powell say on Friday? Read more →
Back to all posts →