Famed 60/40 portfolio is so beaten down it’s almost cheap again

Famed 60/40 portfolio is so beaten down it’s almost cheap again

Blame the Fed, war and fiscal profligacy all you want. But big trouble was lurking in many widely followed portfolio strategies long before those threats took hold. That’s the upshot of new research that uses a yield-derived valuation model to show the famous 60/40 allocation reached its most expensive level in almost five decades during … Read more

The case for buying Asia stocks over US ones

The case for buying Asia stocks over US ones

An expected surge in election-related volatility in the U.S. stock market is paving the way for Asian shares to make a run at besting their American peers. Since hitting an all-time low relative to the S&P 500 on Sept. 2, the MSCI Asia Pacific Index has outperformed the U.S. benchmark by almost five percentage points. … Read more