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60 40 PORTFOLIO News & Analysis

Creating a bulletproof investment portfolio
Personal Finance
Creating a bulletproof investment portfolio
Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of...
James Gruber | 16 September 2024
Three lessons from the 60/40 portfolio’s stumble
Personal Finance
Three lessons from the 60/40 portfolio’s stumble
Balanced funds are sometimes dangerous—but can their risks be avoided?
John Rekenthaler | 15 October 2023
3 history lessons, and being humble
Personal Finance
3 history lessons, and being humble
Three historical episodes in stock markets and what they can teach you about becoming a better investor.
James Gruber | 31 August 2023
Is the 60/40 portfolio dead?
Personal Finance
Is the 60/40 portfolio dead?
Do investors need to look beyond stocks and bonds in the current environment? Morningstar's Annika Bradley speaks with AustralianSuper CIO Mark...
Sarah Dowling | 21 June 2023
What high inflation means for your portfolio
Fixed Income
What high inflation means for your portfolio
History offers two key lessons on diversification in times of inflationary pressure.
Amy C. Arnott, CFA | 25 April 2023
Don’t write off the 60/40 portfolio yet
Personal Finance
Don’t write off the 60/40 portfolio yet
Morningstar Investment Management valuation models suggest that the 60/40 portfolio stands to deliver a return after inflation of 3.6% over the next...
Ruth Saldanha | 27 December 2022
What to do when bonds no longer hedge stocks
Stocks
What to do when bonds no longer hedge stocks
For the first time in decades, bonds haven’t protected balanced portfolios. What to do?
John Rekenthaler | 22 June 2022
Long live the 60/40 portfolio?
Personal Finance
Long live the 60/40 portfolio?
Morningstar columnist John Rekenthaler looks at the long history of experts proclaiming the death of the 60/40 portfolio 
John Rekenthaler | 08 February 2022
Grantham's correction warning offers hope for those who've missed out - Firstlinks newsletter
Markets
Grantham's correction warning offers hope for those who've missed out - Firstlinks newsletter
+ Padley on miners; Montgomery; inflation and shares; buy high sell low early super access; keys to wealth and goals.
Graham Hand | 03 June 2021
Sometimes, a great company should just sit in the bottom drawer - Firstlinks newsletter
Markets
Sometimes, a great company should just sit in the bottom drawer - Firstlinks newsletter
+ Dogfooding and investing, CBA $100, valuing growth, crypto explained, Pension Loans Scheme to self-funded, China plan, stewardship, $18bn aged care.
Graham Hand | 27 May 2021