Tag: capital preservation

Tag: capital preservation

28.06.2021

Is the 60/40 Portfolio Broken?

Is 60/40 portfolio broken? Financial experts, and investors alike, ponder if this approach will meet expectations going forward. The culprit?...

13.05.2021

The Dire Outlook for Bonds 2021

Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond...

22.04.2020

Does Fixed Income Need Fixing? The DRS as a Capital Preservation Solution

Traditionally, bonds have played two roles within a portfolio: income and capital preservation. However, the worldwide “new normal” monetary policy...

23.01.2020

Hope for the Best, Prepare for the Worst

Hope is not a strategy. Being prepared starts with understanding black swan events and bear markets, as well as, avoiding...

19.09.2018

The 40 Won't Protect

Will bonds, the 40 in the 60/40, protect as they have in the past? This question is of real concern...

13.08.2018

The State of Fixed Income

Examine the state of fixed income. For a long time, bonds provided both income and protection. With low but rising...