Analyses

Sep 21, 2023
Fixed income update: Bond markets digest mixed signals
The key themes in global bond markets over the past month.
Portfolio construction
Jul 4, 2023
Higher inflation not the end of the 60/40 portfolio
Even in a world where global stocks and bonds are positively correlated, the 60/40 model delivers value to investors.
Macro economicsPortfolio construction
Apr 26, 2023
Why asset allocation is crucial for client success
Getting the right mix of equities and bonds for client portfolios might be the most important investment intervention an adviser can make.
Portfolio constructionMarket commentary
Mar 22, 2023
The enduring value of global diversification
Recent market events offer a stark reminder of the benefits of maintaining a globally diversified investment portfolio.
Portfolio construction
Mar 20, 2023
A look back and forward at the 60/40 portfolio
For the traditional 60/40 portfolio, 2022 was a punishing year. But the model’s long-term record has been stellar and, at current valuations, expected returns for the next decade have improved.
Portfolio construction
Jan 6, 2023
Why the outlook has improved for the 60/40 model
The turbulence in global equity and bond markets in 2022 has a silver lining for investors in traditional multi-asset portfolios. Find out why.
Portfolio construction