Alexis Lavergne, fixed income investment specialist at Janus Henderson, argues that an active 60/40 portfolio can help clients stay invested during times of market stress.
Category: Multi-asset
Wellington, Vanguard and Blackstone partner to combine public-private assets
The firms aim to bring multi-asset strategies with both public and private assets to the masses.
In a volatile world, diversification must go beyond 60/40
There is a growing consensus, which includes BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
MFS launches global flexible multi-asset fund
The MFS Meridian funds – global flexible multi-asset strategy is aimed at capital appreciation.
Allspring looking to add to China equities position
Allspring Global Investments’ multi asset team are also underweight the US dollar.
Manulife Investments partners with Maybank for customisable retirement funds
Manulife Investments and Maybank have partnered to launch an investing solution tailored for the Singapore market.
BlackRock: Bonds no longer reliably diversify portfolios
Strategists at the world’s largest asset manager suggest alternatives such as gold and bitcoin.
Vanguard favours bonds over stocks in 60/40 portfolios
The world’s second largest asset manager says the “coupon wall” creates a favourable risk/return for bonds.
SSGA shifts positive on risk assets
State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.
JPMAM maintains overweight in equities and credit
Earnings growth will sustain US equities, including mid- and small-cap stocks, says global multi-asset strategist.
