EPISODE · Sep 22, 2022 · 32 MIN
Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It
from Excess Returns · host Excess Returns
The 60-40 portfolio forms the core of many investors' long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. But the combination of high equity valuations, below average bond yields, and potential higher inflation has led many investors to question whether its future will look as good as its past. In this episode, we bring together some of the smartest investors we have had on the podcast to look at the future of the 60-40 portfolio and some potential alternative approaches to it. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
What this episode covers
The 60-40 portfolio forms the core of many investors' long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. But the combination of high equity valuations, below average bond yields, and potential higher inflation has led many investors to question whether its future will look as good as its past. In this episode, we bring together some of the smartest investors we have had on the podcast to look at the future of the 60-40 portfolio and some potential alternative approaches to it. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
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Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It
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