In the latest Portfolio Adviser video interview, Orbis investment counsellor and multi-asset team member Rob Perrone explains why the 60/40 portfolio’s days are numbered.
Perrone reflects on why 60/40 has traditionally been the go-to “magic formula” for asset allocators, particularly over the past 30 years due to its “phenomenal” risk/reward characteristics.
But times have changed. What has gone wrong and how can asset allocators build resilient portfolios in the current environment?
Find out more by watching the video above.
You can find more PA videos here.
