Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127

Art of Boring
08/02/2023 26 min Episodio 127
Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127

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Episode Synopsis

Portfolio Manager Crista Caughlin walks listeners through the tumultuous bond market experiences of 2022 and outlines three main economic scenarios the team is monitoring for 2023.   Highlights: Are reports of the 60/40 portfolio’s death greatly exaggerated? 2022 recap: What happened in bond markets? How can the yield curve un-invert? Key takeaways from researching Canadian household debt levels Adjustments to the portfolio: What changes have we made?

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