Investment Insights Podcast: The 60/40 portfolio in a world of rising rates, falling bond prices & increasing volatility

Tim Holland, CFA, Senior Vice President, Global Investment Strategist

On this week’s podcast (recorded April 27, 2018),
Tim takes a closer look at the 60/40 portfolio, including how the past few years were particularly conducive to such an approach to portfolio construction and why we have likely just entered a more challenging period for this model.

Quick hits:

  • Over the past few years, both bonds and stocks moved higher in value, really an ideal – and unusual – environment for a 60/40 approach.
  • We think 2018 marks the beginning of a tougher road for the 60/40 portfolio.
  • We also think 2018 marks the beginning of a more favorable environment for Brinker Capital’s approach to portfolio construction and asset allocation.
  • We remain constructive on the outlook for both the economy and risk assets as we move through 2018.

For Tim’s full insights, click here to listen to the audio recording.

 

investment podcast (26)

The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.

Investment Insights Podcast: Shaping up to be a pretty good year for diversified asset allocators with an active management bias

Rosenberger_Podcast

Andrew Rosenberger, CFA, Senior Investment Manager

On this week’s podcast (recorded September 22, 2017), Andy discusses the performance of asset allocators with an active management bias thus far in 2017.

 

Quick hits:

  • 58% of primary shareclass mutual funds in the Lipper Large Growth & Value and Small Growth & Value style boxes have outperformed their passive benchmarks.
  • Upwards of 63% of fixed income managers are outperforming the Barclays Aggregate while 55% of international managers are outperforming the MSCI EAFE.
  • The majority of active managers are outperforming and in emerging markets, where most are not, the asset class is up 31% on the year.

For Andy’s full insights, click here to listen to the audio recording.

investment podcast (11)

The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.