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El futuro de la cartera clásica 60/40.
El futuro de la cartera clásica 60/40.
- Source :
-
Debates IESA . apr-jun2023, Vol. 28 Issue 2, p20-20. 1p. - Publication Year :
- 2023
-
Abstract
- The article "The future of the classic 60/40 portfolio" discusses the atypical performance of stocks and bonds in 2022, where both fell simultaneously. This has led to a review of the assumptions of the classic portfolio, which assumes an inverse relationship between stocks and bonds. It is mentioned that the global economy is experiencing a transition with high inflation and higher interest rates, which will require frequent adjustments in the strategic selection of assets. It is suggested to invest in individual stocks from sectors with higher chances of success and consider inflation-indexed bonds. However, these adjustments complicate the simplicity of the 60/40 portfolio strategy. The relevance of this strategy will be questioned until the inverse correlation between stocks and bonds is restored, inflation is tolerable, and stock indices represent a reasonable option to capture the performance of successful sectors of the economy. [Extracted from the article]
Details
- Language :
- Spanish
- ISSN :
- 13161296
- Volume :
- 28
- Issue :
- 2
- Database :
- Academic Search Index
- Journal :
- Debates IESA
- Publication Type :
- Academic Journal
- Accession number :
- 177303311