The 60/40 portfolio is not dead

It’s become almost a trend in recent years to condemn the 60/40 portfolio, which invests 60% in stocks and 40% in bonds. And with good reason. Thanks to an absurdly low interest rate environment, it didn’t offer the same diversification benefits one would expect in a more reasonable world. Yet investors need to recognise [...]

The 60/40 portfolio is not dead2023-09-08T11:14:17+00:00

Why bother with Bonds?

Bonds have worked so well for so long that it can be hard to picture your portfolio without them. Yet, following the worst year for global bond markets in decades, there are real anxieties over their prospects going forward. The biggest threat they face is inflation. As prices rise, they erode the value of [...]

Why bother with Bonds?2022-11-09T16:54:03+00:00
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