April 29: Rethinking the 60/40 asset mix

April 29: Rethinking the 60/40 asset mix
Start Date:
April 29, 2020
End Date:
April 29, 2020
Location:
Cost:

The traditional relationship between bonds, equity and other asset classes can break down during a crisis, offering fewer safe harbours and creating greater anxiety for investors. Yet history has proven the value of a mix of asset classes is critical for portfolio diversification and future growth. Steering clients adroitly during these atypical markets is critical for ensuring they stay on track and reach their financial goals. 

  • Historical comparisons and the importance of staying the course
  • Projecting forecasts to educate clients on post-pandemic performance
  • Will the rebound impact traditional thinking?
  • Taking solace with a diversification strategy
  • Adjusting portfolios into a recovery