15th August 2025
BNY: 60/40 no more: fixed income allocations and how advisers decide
Many obituaries have been written for the 60/40 model, yet it has had surprising resilience as the default equity/bond setting for a balanced investor.
Many obituaries have been written for the 60/40 model, yet it has had surprising resilience as the default equity/bond setting for a balanced investor.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.
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