Equities
Investors urged to rethink 60/40 portfolio strategy
Apollo AM believes there is ‘always a place for absolute return alongside the traditional asset classes’
Fidelity to increase equities exposure next year
As US and Europe hint at end of rate hikes
Investors warned against ‘fighting the Fed’
They could be ‘buying the dip in the face of relatively straightforward central bank policy’
Alternatives | 22 Aug 22
What is the future of the 60-40 portfolio?
For the first time in 50 years, the diversification strategy did not deliver
Active allocators can thrive in bear market
‘Outlook is complicated due to confluence of macro challenges’