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60 40 PORTFOLIO News & Analysis
Personal Finance
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
Personal Finance
Balanced funds are sometimes dangerous—but can their risks be avoided?
John Rekenthaler | 15 October 2023
Personal Finance
Three historical episodes in stock markets and what they can teach you about becoming a better investor.
James Gruber | 31 August 2023
Personal Finance
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
Fixed Income
History offers two key lessons on diversification in times of inflationary pressure.
Amy C. Arnott, CFA | 25 April 2023
Personal Finance
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
Stocks
For the first time in decades, bonds haven’t protected balanced portfolios. What to do?
John Rekenthaler | 22 June 2022
Personal Finance
Morningstar columnist John Rekenthaler looks at the long history of experts proclaiming the death of the 60/40 portfolio
John Rekenthaler | 08 February 2022
Markets
+ Padley on miners; Montgomery; inflation and shares; buy high sell low early super access; keys to wealth and goals.
Graham Hand | 03 June 2021
Markets
+ 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
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