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Morningstar Panel: 60/40 Is 'Bloodied,' Dead

Portfolio construction in uncertain markets needs to include non-U.S. stocks, securitized debt and alternatives, speakers said at the Morningstar Conference. ....

United States , Michael Kell , Philip Green , Joel Dickson , Hashim Mirtha , Catherine Legraw , Dan Ivascyn , Morningstar Investment Conference , Tara York , Luma Financial ,

Asset managers hash out the future of the 60/40 portfolio

Three asset managers debate the future of the classic 60/40 portfolio after both stocks and bonds finished the year in the red in 2022. ....

United States , Philip Green , Catherine Legraw , Joel Dickson , Morningstar Investment , Treasury Inflation Protected Securities ,

Market Views: The best performing currency of 2023 | Asset themes

Last year belonged to the US dollar, which gained strength as almost every other global asset class fell. Which currency is likely to outperform in 2023? AsianInvestor asks market specialists to name their picks. ....

United States , New York , United Kingdom , Catherine Legraw , John Bradley , James Athey , Nordine Naam , Federal Reserve , Federal Reserve Bank , Market Committee , January Federal Open Market Committee , Asset Management , Latin American , Middle East , Market Views ,

GMO Warns of Equity 'Superbubble' | Institutional Investor

The Boston-based investment firm cautions investors that now is not the time to abandon recent underperformers. ....

United States , Catherine Legraw , Matt Kadnar , Jeremy Grantham , Ben Inker ,