Is the 60/40 portfolio still fit for purpose?

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  • 34 mins 56 secs

Learning: Unstructured

After more than a decade of supernormal returns from traditional asset classes, we are now arguably in an environment where traditional asset class correlations are relatively high, and future returns potentially low(er).

Listen back to our webinar with David Aujla, Deputy Fund Manager, as he discussed whether 60/40 portfolios are still fit for purpose, or if they need to evolve to remain relevant.

Learning outcomes:
  • Understand the conditions that have led to the success of traditional 60/40 portfolios in recent decades
  • Identify the potential challenges facing traditional 60/40 portfolios in the coming years
  • Discover alternatives to the traditional 60/40 approach that may help to address such challenges

Investment risks
The value of investments and any income will fluctuate (this may partly be the result of exchange-rate fluctuations) and investors may not get back the full amount invested.

Important information
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals, they are subject to change without notice and are not to be construed as investment advice.

Issued in the UK by Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.

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Channel: Invesco


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