Merryn talks to Alec Cutler of the Orbis Global Managed Fund about the inflation of the 1970s compared with that of today, and what investors can do to counter it.
Alec Cutler: Is it the end of the road for 60/40?
Alec Cutler: To paraphrase Dickens, 2020 was - for markets - the best of times and the worst of times.
Alec Cutler
Alec Cutler takes a look at the traditional 60/40 portfolio and says its days are numbered.
To paraphrase Dickens, 2020 was - for markets - the best of times and the worst of times. It was the best of times for passive investors in the classic portfolio of 60% global stocks and 40% global.
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