News From Press The outlook of traditional 60:40 investment portfolio

The outlook of traditional 60:40 investment portfolio

Source: Mint Aug 18, 2022

The idea behind a 60:40 portfolio is simple: allocate 60% to stocks and 40% to debt, thus giving your investments the kicker of equity returns and the safety of bonds.

However, according to a recent Morgan Stanley report, till 30 June this year, a 60:40 portfolio of the US equities and the Aggregate Bond Index lost around 16% of its value, wiping out all 60:40 gains since September 2020. Portfolios in the Europe suffered a similar fate, data showed.

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