60/40 should not be what it used to be

Frank Danieli  |  MA Financial Group  |  21 August 2024  |  0.50 CE

The 60/40 portfolio has been a robust model for achieving balanced risk & return characteristics in a portfolio for decades. Despite resilient returns of 8.5% p.a. with moderate (9.7%) volatility, evolving market dynamics and the outperformance of non-traditional asset classes have led some commentators to argue that “60/40 is dead”. It’s not dead. A portfolio with 60% exposure to growth assets and 40% exposure to defensive assets remains suitable for most investors. However, the composition of what is in the 60 and the 40 does need to change. The market growth and quality of pri...

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