April 17, 2024
Changes in market dynamics during the past decade called into question the effectiveness of a 60/40 portfolio. A closer look at volatility levels and returns by Bill Nygren, CFA®, CIO-US, Portfolio Manager, and Adam Abbas, Head of Fixed Income, Portfolio Manager, at Harris Associates, adviser to the Oakmark Funds, shows why this asset allocation mix of equity and fixed income is alive and well.
Nygren and Abbas lay out their thoughts HERE. It's only four minutes out of your day and it's worth it.
Video highlights:
- How much less is the volatility in a 60/40 blended benchmark
- New bond regime refreshes fixed income’s role in 60/40
- Three objectives of bonds in a 60/40 portfolio today
