CPDNov 11 2021

What is next for the 60/40 multi-asset portfolio?

pfs-logo
cisi-logo
CPD
Approx.60min
  • Understand the challenges facing investors using the 60/40 portfolio
  • Learn about the options for advisers using alternative assets
  • Understand the impact inflation will have on a multi-asset portfolio

What is next for the 60/40 multi-asset portfolio?

  • Understand the challenges facing investors using the 60/40 portfolio
  • Learn about the options for advisers using alternative assets
  • Understand the impact inflation will have on a multi-asset portfolio
pfs-logo
cisi-logo
CPD
Approx.60min
Supported by
7IM

Introduction

By David Thorpe
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Advisers seeking to create a balanced multi-asset portfolio for clients have for many years relied on combining a 60 per cent allocation to equities and 40 per cent to bonds, predicated on the notion that those asset classes move inversely to each other. 

But for a variety of reasons, since the global financial crisis, that correlation has broken down, and the relevance of the 60/40 portfolio is being called into question.

This is prompting many advisers to look at alternative assets and question how to get exposure to bond and equity markets, which both look expensive on traditional valuation metrics.

This guide will explore the options for advisers looking at constructing portfolios for a post-pandemic world.

It comes with 60 minutes of CPD 

In this guide

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