Complimentary Research / Report

The 60/40 Portfolio: Down But Not Out
Markets have proven resilient over the long run.
After an equity bear market and steep losses in bonds last year, it's not surprising that some investors question whether the classic 60/40 portfolio is dead.
But there is reason for optimism.

Looking at the performance of a 60/40 portfolio following a decline of 10% or more since 1926, returns on average have been strong in the subsequent periods. History makes a strong case for investors to stick with their longer-term plan.
The 60/40 Portfolio: Down But Not Out

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