The Evolution of the 60/40 Portfolio: Navigating New Investment Realities

At the forefront of traditional investment strategies is the 60/40 portfolio - an allocation consisting of 60% stocks and 40% bonds. Stemming from a 1976 study by Roger Ibbotson and Rex Sinquefield, this combination offered a balance. Stocks…

The Designer Investment Product of the Financial Class

The global financial landscape has undergone a seismic shift. As of Q4 of 2022, global equity and fixed-income markets have shrunk by a staggering $58 trillion, as pointed out by Gavekel and Bloomberg research. This dramatic loss mirrors the…