60/40 portfolio

For decades, investors have relied on a simple market correlation. When stock prices fall, government bond prices rise. The premise was the backbone of the classic 60-40 balanced portfolio. But BlackRock is now warning that this relationship is breaking down—and the reason lies in a mix of...

The traditional 60/40 investment portfolio has recorded a remarkable year of growth in 2023, sharply rebounding from a disappointing year in 2022. As of Dec. 27, the year-to-date performance of the 60/40 portfolio, benchmarked by the iShares Core Growth Allocation ETF (NYSE:AOR), stands at...

The traditional 60/40 portfolio investment strategy may now be obsolete. According to BMO Global Asset Management Head of Multi-Asset Solutions Lowell Yura, the strategy of a balanced portfolio of 60 percent equities and 40 percent bonds will likely dramatically underperform its historical gains...