Back in 2020 Talaria Co-CIO Chad Padowitz wrote a piece highlighting that while it has taken 40 years, investors solving for a mix of income and safety are facing a reckoning because the default combination of bonds and equities (the 60/40 portfolio) is now not up to the job. Nearly two years later the team at Livewire Markets are revisiting this topic in a series of interviews with fund managers to get their sense of where the 60-40 portfolio is at today.
You can read about Chad and the other fund manager’s thoughts via the link below.
https://www.livewiremarkets.com/wires/is-the-60-40-portfolio-model-still-relevant
