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Mainstream accessible to alternative investments changes portfolio allocation
Other - JANUARY 9, 2024

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Mainstream accessible to alternative investments changes portfolio allocation

by Andrea Zander

The ascent of alternatives has replaced the traditional modern portfolio theory and 60/40 stock-bond allocation. A new formula is needed to fulfill portfolio potential in this one, according to a Wealth Management article.

The traditional 60/40 investment approach, successful in simpler markets, is struggling amid today's complexities. Recent data shows increased correlation between asset classes, compounded by unpredictable geopolitical challenges and shifting central bank policies — for example, global inflation and the “higher for longer” interest rate environment.

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