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Capital Ideas Podcast

Is the 60/40 portfolio still a good investment strategy?

Feb 24, 2023
20:49

If 2022 represented an inflection point — that rare year when investors saw stocks and bonds decline in tandem — then who better to hear from today than Hilda Applbaum, one of the rare Capital Group portfolio managers who invests in both. Listen as Hilda, a 36-year industry veteran, weighs in on her fondness for pick-and-shovel companies, the return of dividend investing and the future of the 60/40 portfolio. (Hint: It’s not as bleak as you may think.)

Related resource:

3 reasons why 60/40 portfolios may make a comeback

This content is published by Capital Client Group, Inc.

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