Talk Your Book: 2021 Outlook
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We spoke with State Street’s Matthew Bartolini about the outlook for diversified portfolios and the market in 2021 and beyond. We discuss:
What is the alternative to a 60/40 portfolio?
Are junk bonds strategic holdings or better for tactical investing?
Do investors need to diversify more in fixed income?
The 3 types of risk in bonds
Could retirees who need to earn returns going to keep valuations high?
How to think about investing in preferred stocks
Why it’s so difficult to build a bond portfolio with yield right now
Bonds allow you to take more equity risk
How much would bond investors lose if rates rise?
What is the origin of the 60/40 portfolio?
How much of a home country bias to U.S. investors currently have?
Did stock market investors pull forward 2021 fundamentals?
Why cyclical stocks have gotten crushed
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