Rethinking 60/40 (Again): Here's What the Joint Stock-Bond Rally Means for Your Portfolio
The classic 60/40 investment portfolio that guided asset managers for decades broke down in 2022 as stocks and bonds declined in unison.
Sam Bourgi
Sam Bourgi is contributing writer for ETFdb.com and MutualFunds.com, where he brings more than seven years of progressive experience in economic research, market analysis, and public policy. A published author in peer-reviewed literature, industry research and financial media, Sam has produced authoritative reports covering the financial markets, labor market, and industry verticals. He holds a Master’s Degree in Public Policy from McMaster University, with a focus on economic policy and global political economy.
Recent Content By
Rethinking 60/40 (Again): Here's What the Joint Stock-Bond Rally Means for Your Portfolio
The classic 60/40 investment portfolio that guided asset managers for decades broke down in 2022 as stocks and bonds declined in unison.
Bank Failures and Your Portfolio: Tide Over Risks With Bonds
Bond funds registered record inflows to start the year, with investors drawn to higher yields and the asset class’ historical outperformance during recessionary periods
Bank Failures and Your Portfolio: Tide Over Risks With Bonds
Bond funds registered record inflows to start the year, with investors drawn to higher yields and the asset class’ historical outperformance during recessionary periods
Is ‘Income’ in Fixed Income Back?
Bond yields across all major asset classes have soared from their pandemic lows, leading Capital Group’s analysts to conclude that “income is back in fixed income.”
Is ‘Income’ in Fixed Income Back?
Bond yields across all major asset classes have soared from their pandemic lows, leading Capital Group’s analysts to conclude that “income is back in fixed income.”
A Case for Active Management of High-Yield Bonds in 2023
Bonds with credit ratings below BBB or Baa3 aren’t immune from volatility, yet there’s an advantage in high yield.
A Case for Active Management of High-Yield Bonds in 2023
Bonds with credit ratings below BBB or Baa3 aren’t immune from volatility, yet there’s an advantage in high yield.
Recession Implications for Fixed Income in 2023
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks to improved yields and lower expected volatility.
Recession Implications for Fixed Income in 2023
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks to improved yields and lower expected volatility.
Expecting Turbulence? 5 Portfolio Management Ideas to Weather the Storm
Here we list five portfolio management ideas that can help investors cushion volatility
Expecting Turbulence? 5 Portfolio Management Ideas to Weather the Storm
Here we list five portfolio management ideas that can help investors cushion volatility
Does Social Media Deserve a Spot in Your Portfolio?
Although social media investment opportunities have been hit-and-miss over the years, the technology continues to be a central part of people’s daily lives.
Does Social Media Deserve a Spot in Your Portfolio?
Although social media investment opportunities have been hit-and-miss over the years, the technology continues to be a central part of people’s daily lives.
Don't Fight the Fed: 3 Major Central Bank Themes to Watch for in 2023
After the Fed’s catastrophic misread on inflation in 2021 and 2022, its legitimacy is at stake heading into the new year. The central bank’s ability to engineer a soft landing won’t be easy and conventional policy tools might not be sufficient
Don't Fight the Fed: 3 Major Central Bank Themes to Watch for in 2023
After the Fed’s catastrophic misread on inflation in 2021 and 2022, its legitimacy is at stake heading into the new year. The central bank’s ability to engineer a soft landing won’t be easy and conventional policy tools might not be sufficient
Making Sense of ESG Investing: Going Beyond the Hype
ESG investing became highly politicized in 2022, with lawmakers accusing fund managers of neglecting their fiduciary duties to pursue a broader political agenda.
Making Sense of ESG Investing: Going Beyond the Hype
ESG investing became highly politicized in 2022, with lawmakers accusing fund managers of neglecting their fiduciary duties to pursue a broader political agenda.
Fixed Income 2023: Here Are the Opportunities
Investors can position their fixed income portfolios to provide low-risk opportunities in a much more favorable yield environment
Fixed Income 2023: Here Are the Opportunities
Investors can position their fixed income portfolios to provide low-risk opportunities in a much more favorable yield environment
Finding Opportunities in Recession – Throw Out the Old Playbook
Let us review the old playbook by which central banks have operated in the past to ride over recessionary phases and see if an alternate playbook can offer a better pathway.
Finding Opportunities in Recession – Throw Out the Old Playbook
Let us review the old playbook by which central banks have operated in the past to ride over recessionary phases and see if an alternate playbook can offer a better pathway.
How To Look at Alternatives in the Middle of Market Volatility?
Appetite for alternatives, which includes hedge funds, real estate, and precious metals, has continued to grow amid the pandemic.
How To Look at Alternatives in the Middle of Market Volatility?
Appetite for alternatives, which includes hedge funds, real estate, and precious metals, has continued to grow amid the pandemic.
Know the Pitfalls of COVID-19 on Your Social Security
Social Security was facing a major shortfall long before COVID-19, but the pandemic has accelerated the trend.
Know the Pitfalls of COVID-19 on Your Social Security
Social Security was facing a major shortfall long before COVID-19, but the pandemic has accelerated the trend.
Identifying the Warning Signs of a Bear Market
The phrase ‘bear market’ has been thrown around a lot lately, but it actually has a very specific meaning.
Identifying the Warning Signs of a Bear Market
The phrase ‘bear market’ has been thrown around a lot lately, but it actually has a very specific meaning.
Exchange Stabilization Fund: Understanding its Role During a Financial Crisis
The ESF allows the Treasury to convert special drawing rights funds (SDRs) into dollars by exchanging them with the Federal Reserve. Read ahead to learn more.
Exchange Stabilization Fund: Understanding its Role During a Financial Crisis
The ESF allows the Treasury to convert special drawing rights funds (SDRs) into dollars by exchanging them with the Federal Reserve. Read ahead to learn more.
Sign up for Advisor Access
Receive email updates about best performers, news, CE accredited webcasts and more.
Popular Articles
1
Using Texting to Boost Productivity, Client Acquisition Strategies and Helping Your Clients Survive a Layoff
Kristan Wojnar, RCC™
|
We are examining three different but important topics this week, including texting, client...
2
News
Transformative Technology Strategies Lead in Tumultuous Markets
Shauvik Haldar
|
The broader markets reversed course and was down for the rolling month.
3
Active ETFs: The Tax-Efficient Alpha Boost for Your Portfolio
Aaron Levitt
|
Active ETFs combine tax efficiency and the potential for higher after-tax returns, making...