Alts may provide the lift 60-40 portfolios need
As the traditional blend of stocks and bonds is undermined by persistently low interest rates, advisers are turning to alternative investments to achieve both higher returns and diversification. But alts pose their own challenges.
Despite the long and storied history of the traditional 60-40 balanced portfolio, it’s quickly losing its importance as a reference point for the wealth management industry as modern markets and new realities pave the way for the latest evolution in diversification.
Equity markets are at record
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