Discover the New 60/40

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New Challenges Require New Strategies

  • Structural changes in the global economy are gradually rendering traditional portfolio construction strategies obsolete.
  • We believe asset allocation models must evolve.
  • The New 60/40 must be more globalized, more diversified and more nimble, to expand the growth opportunity set, generate real income and protect against specific risks.

Conversation Starters

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Educate Yourself

Market Commentary

The New 60-40

Key Points

  • Understand why the “traditional” 60/40 portfolio is losing relevance and learn how a newer approach may prove more valuable in today’s market environment—and tomorrow’s
  • Discover how the New 60/40 is designed to expand growth opportunities, generate real income and help protect against specific risks
  • Diversification does not guarantee a profit or protect against loss

Educate Your Client

Video

Discover the New 60/40

Key Points

  • Use engaging content to help clients understand why their portfolios need to evolve
  • Show clients how to take action to address the key investment challenges they face

Identify a Strategy

Key Points

  • Make sure clients understand why traditional fixed income strategies focused on domestic, high-grade bonds are likely to fall short, and offer them viable alternatives designed to earn the income they need
  • Follow up with actionable ideas

Create a Custom Conversation

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Commentaries & Presentations

Market Commentary

The New 60-40

Videos

Video

Discover the New 60/40

Fact Sheets & Sales Ideas

More Strategies