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 Dynamic Allocation Strategy January 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →

Trump and April Tariffs – Will He or Won’t He?

BY TEMATICA
Let's game it out... Read more →

NDR Dynamic Allocation Strategy November 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
Back to all posts →