Ongoing headwinds like inflation, rising interest rates, geopolitical risks, rising energy prices, and ongoing supply chain hurdles have all weighed on investor confidence.
Rethinking the 60/40 Portfolio in a Changing Market Environment March 5, 2021
The Auour Regime Model is a unique approach to portfolio management that constantly measures the risk profile of the market and blends fundamental investment principles with quantitative analysis to determine which assets are best to include.
In the recent webcast,
Evolving the 60/40 Mentality: A Risk-First Portfolio Approach, Matthew Bartolini, Head of SPDR Americas Research, State Street Global Advisors, outlined the current market conditions, pointing to investor confidence that fell below the neutral reading across regions in February amid the bond market rout. Despite the recent drop, the one-year moving average continues its positive trend.
Evolving the 60/40 Mentality: A Risk-First Portfolio Approach March 3, 2021
The static approach to risk allocation is showing strain. Financial advisors are finding it harder to balance a client’s risk and return needs. The traditional discussion around the right ratio of equity and fixed income is finding it hard keeping up with an uncertain and ever-changing risk landscape, especially with all markets experiencing extremes in valuation.
In the upcoming webcast,
Evolving the 60/40 Mentality: A Risk-First Portfolio Approach, Robert Kuftinec, Managing Principal, Auour Investments; Joseph Hosler, Managing Principal, Auour Investments; and Matthew Bartolini, Head of SPDR Americas Research, State Street Global Advisors, will highlight the Auour Regime Model, a unique approach to portfolio management that constantly measures the risk profile of the market and blends fundamental investment principles with quantitative analysis to determine which assets to be in and why.