Markets and the Election
November 15, 2020
A Look at Interest Rates and Equity Market Valuation
March 26, 2021
Markets and the Election
November 15, 2020
A Look at Interest Rates and Equity Market Valuation
March 26, 2021

INSIGHTS

 

Why Not 100% Equity?

This is topic has been attracting renewed attention recently as some point to the archaic nature of the often used 60/40 asset allocation model. However, we highly disagree with the precept of moving away from this construct toward one favoring increased equity and other risk asset exposures. PIMCO's recent post lays out the case for the 60/40 model quite well.

Stay tuned for our next post where we discuss why it is important to utilize active management in your fixed income allocation, especially in the face of such significant central bank intervention and as the yield curve remains at historically low levels.

The 60/40 Portfolio is Alive and Well

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