
Return Stacking to Solve the 60/40 Dilemma
Trillions
How Long of a Window Does This Approach Last For?
Dina: It's a timely period for us to be discussing this stacking concept. If we're wrong about or future predictions of correlation of equities and bonds, then they can get their 64 yo return. This is exactly the type of diversification you need to protect against the blind spots at 60, forty. But in fact, if you look back in the seventies, bonds and equities were highly correlated most of the time for over a decade,. So just because we haven't seen that doesn't mean we are not going to see it for a decade or more in the future.
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