Investors should get ready for a post-recession bull run
FTAdviser Podcast
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Is the 60 Portfolio Going to Rebound This Year?
A lot of the conventional wisdom has been that the 60 portfolio, which of course did so badly last year, is going to rebound this year. What do you think of that thesis? Well, I might start by being really nerdy here and sort of talk about the 60 40 portfolio because rightly or wrongly, it's assumed to be broadly optimal for a median risk investor. Now, because of our outlook, both bonds and equities could be in for a tough time. But nevertheless, we think better risk adjusted returns will be delivered by investors looking beyond that 60 40 particularly into other areas of what diversification.
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