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Oct 07 2022
Of Special Interest

Research Preview: The 60/40 Skeptics Were Right

  • Oct 7, 2022

The 60/40 strategy is having a terrible year, and its failure to protect investors in the bear market prompted us to take a look at the history and theory of the 60/40 guideline. We offer an early preview of the study, with a focus on 2022’s abysmal year-to-date returns.

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60/40 Equities Fixed Income Year-to-Date Returns Returns S&P 500 Bloomberg US Aggregate Bond Index Bond Agg Yield Earnings Yield Stock/Bond Correlation

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About The Author

Scott Opsal / Director of Research & Equities

Scott Opsal Director of Research & Equities

Scott is Director of Research & Equities for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.

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