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Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127
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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By Mawer Investment Management Ltd.
4.2
55 ratings
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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