The 60/40 Portfolio Isn't Dead. But Is It Enough?

Analysis September 23, 2024 at 04:31 PM
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What You Need To Know

  • Until 2020, bonds generally performed as expected in down market periods.
  • Private equity investments offer opportunities to invest in companies outside the public equities market.
  • The availability of liquid alts allows clients greater access to many more alternative options.
Magnifying glass on asset allocation