From fixed weights to all-weather: rethinking the 60/30/10 portfolio
In the current environment of low interest rates, policy uncertainty, large dispersion of global growth outlooks and gyrating equity markets, asset allocation is one of the foremost considerations for investors. Fixed weight portfolios such as the 60/40 portfolio (ie, 60% equities and 40% fixed income) have been widely used – the main benefits being their conceptual simplicity, ease of implementation and, historically, the diversification benefits across equity and fixed income returns.
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