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.
Oct
07
2022
Research Preview: The 60/40 Skeptics Were Right
tags
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 CorrelationLogin
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