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Thinking Outside the Bond Box: The New Look for 60/40 Balanced Portfolios
Manage episode 460714256 series 3415392
תוכן מסופק על ידי David Nelson, CFA, David Nelson, and CFA. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי David Nelson, CFA, David Nelson, and CFA או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In this episode, I dive into the challenges facing traditional 60/40 balanced portfolios and explore innovative alternatives to rethink how we invest. From the shortcomings of fixed income in today’s market to strategies like private credit, long/short equity, and structured notes, I break down practical solutions to diversify risk and enhance returns. If you're ready to think outside the bond box and reshape your investment approach, this episode is for you! Let’s get started.
Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."
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