QUE SERA, SERA. Il ritorno della strategia 60/40

from Il Rosso e Il Nero · host Kairos Partners SGR

Se la recessione, come crediamo, verrà evitata, bond e azioni hanno spazio per apprezzarsi nel 2024. Se il rallentamento sarà invece marcato i bond compenseranno l’azionario. Pesando le due ipotesi, un portafoglio 60/40 farà meglio di un portafoglio monetario.

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QUE SERA, SERA. Il ritorno della strategia 60/40

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