Will the 60/40 portfolio make a comeback in 2023?

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January 26, 2023 at 11:15 #180067

Karl Talbot
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‘The 60/40 portfolio has long been a staple for investors with a moderate attitude to risk.

The idea behind the allocation is that investors can avoid suffering large falls thanks to the inverse relationship between equities and bonds. Yet this theory fell flat in 2022.

Last year, the 60/40 portfolio suffered it’s worst performance in 23 years!

So what was the reason behind this ‘annus horribilis’ for the 60/40 portfolio?’

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