Mark Northway: Why critics might be wrong about deserting 60/40

Multi-billion pound industry

clock • 3 min read
Mark Northway: "Essentially, what needs readjusting in this central-bank-stimulus-infused world is our expectation for overall portfolio return rather than our allocation to bonds."
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Mark Northway: "Essentially, what needs readjusting in this central-bank-stimulus-infused world is our expectation for overall portfolio return rather than our allocation to bonds."

The logic for holding fixed income is increasingly under scrutiny but exiting could do more harm than good, writes Mark Northway

Wherever you look, the bond doomsayers are there. Their message is that the fixed income bull market, fueled by decades of falling rates, simply cannot go on any longer with yields across trillions...

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