From fixed weights to all-weather: rethinking the 60/30/10 portfolio
In the current environment of low interest rates, policy uncertainty, large dispersion of global growth outlooks and gyrating equity markets, asset allocation is one of the foremost considerations for investors. Fixed weight portfolios such as the 60/40 portfolio (ie, 60% equities and 40% fixed income) have been widely used – the main benefits being their conceptual simplicity, ease of implementation and, historically, the diversification benefits across equity and fixed income returns.
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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