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Why the 60/40 portfolio no longer fits the bill
- Investment Management
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- 23.03.25
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Orbis Investments Although the classic portfolio of 60% equities and 40% bonds has delivered a terrific balance of risk and return for investors in recent decades, we believe its future prospects appear far less promising. In the face of shifting market dynamics investors need to adjust their portfolios or return expectations. Read the full article to explore insights on portfolio diversification beyond 60/40. Capital at risk