The 60-40 portfolio forms the core of many investors’ long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. But the combination of high equity valuations, below average bond yields, and potential higher inflation has led many investors to question whether its future will look as good as its past.
In this episode, we bring together some of the smartest investors we have had on the podcast to look at the future of the 60-40 portfolio and some potential alternative approaches to it.
Hosted by Jack Forehand and Justin Carbonneau