The 60/40 Portfolio Isn't Dead, Just More Expensive: Allison Schrager
Volatile, pandemic-riven markets for stocks and bonds has Wall Street ready — again — to declare the traditional 60/40 portfolio split a dead strategy. The prospect of a low-growth, high-inflation economy (stagflation) dims the prospects of both investment categories, and certainly demands a rethink of where to stash your savings.
The Perilous Path that Leads to Persistent Inflation
For planners, no forecast is more critical than whether inflation will be transitory or long-lasting. One perilous path that will lead to permanent inflation is continued fiscal spending aimed to boost consumer demand.
Banks Analysts Warn That 60/40 Portfolios Could Be Battered by Inflation
The recent synchronized selloff in equities and Treasuries was likely just the beginning of what’s to come for the popular 60/40 stock-bond portfolio strategy, a growing chorus of Wall Street strategists warn.