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- 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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