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.

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.
The world’s second largest asset manager says the “coupon wall” creates a favourable risk/return for bonds.
The asset manager also highlights opportunities in alternatives and from international diversification to boost returns.
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’.
Part of the Mark Allen Group.