The New 60/40
- Asset allocation models must evolve to accurately reflect the global investing environment
- Investors must be willing to pursue international equities and bonds
- Alternative assets and specialized equities may help protect against inflation
By Arthur P. Steinmetz / President and Chief Investment Officer
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, potentially generate real income and manage specific risks.
Structural changes in the global economy are gradually rendering traditional portfolio construction strategies obsolete. A typical asset allocation model of 60% domestic equities and 40% high grade bonds no longer reflects the breadth of opportunity in the world. Moreover, it is unlikely to provide many of the diversification benefits it once did.
How to Invest Using the New 60/40
Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com, or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.
Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
Two World Financial Center, 225 Liberty Street, New York, NY 10281-1008