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60/40 One Year Later: Stay the Course—or Shift Gears? (Part 1)
After a dismal 2022, the once-reliable 60/40 portfolio may not be the sure thing it once was. Should investors stay the course? Or should they take steps to create a more flexible portfolio? In the first of two episodes on the subject, we’re joined by the AAII’s Charles Rotblut and BlackRock’s Matt Estes, who help provide some answers.
Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal
Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock
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By Global AtlanticAfter a dismal 2022, the once-reliable 60/40 portfolio may not be the sure thing it once was. Should investors stay the course? Or should they take steps to create a more flexible portfolio? In the first of two episodes on the subject, we’re joined by the AAII’s Charles Rotblut and BlackRock’s Matt Estes, who help provide some answers.
Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal
Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock