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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![Scott Opsal / Director of Research & Equities](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_2797_LR_Scott.jpg?h=150&w=150&fit=crop&fp-y=.15)