You can’t blame private banking clients for being disappointed of late in the traditional 60/40 balanced portfolio. The portfolio — consisting of 60% equity and 40% fixed income — used to provide investors with a degree of safety, but for most of 2022 stocks have fallen into bear territory, while many bond funds experienced one of their worst years, so…
To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].
Subscriber Only Content
This article is available on a corporate subscription with Asian Private Banker. Please login or subscribe to view this content.
Need help? Please see our FAQ Guide or email [email protected]