Fixed Income

Adding factor exposures to traditional portfolios can significantly reduce tail risk while also enhancing efficiency.

Today’s financial landscape demands an approach that is both broader and more nuanced.

This year both stocks and bonds have advanced, sending the 60/40 mix to the best start to a year since 1987.

Putting 60% of your holdings in stocks and 40% in bonds as a strategy is alive and well despite last year’s terrible performance.

For an indication of how severe an economic downturn will be, look to household debt levels more than corporate debt, according to researchers. In the current environment, that gives some reason for optimism.

After 2022’s stomach-churning roller-coaster ride, we clearly need to be reminded of the most basic rule in finance — the one investors forget most often.

Market participants are modestly bullish on stocks and bonds this year, the latest survey shows.