Advisor Training, Economic Updates Tim Pierotti, Chief Investment Officer Advisor Training, Economic Updates Tim Pierotti, Chief Investment Officer

What Did We Learn This Week? (10/20/2022)–60/40

This week Tim discusses the long-term view on the 60/40 portfolio. The traditional success of a 60/40 equity and bond allocation has been undermined by elevated inflation over the past year. While inflation will come down over the coming months, the secular risks such as deglobalization and aging demographic will lead to a more inflationary environment over the coming decade. The result is that a more defensive allocation that includes principal protection is warranted.

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