2024-04-30 11:30:00 ET
Summary
- Today’s investment landscape is much broader than just stocks and bonds.
- While bonds sometimes work as a diversifying hedge, we must keep in mind that they are a proxy hedge against equity risk, not an explicit hedge.
- Given rising correlations to bonds, higher volatility, and uninspiring returns, it’s tempting to dismiss bonds entirely and consider replacing an entire bond allocation with alternatives.
Originally published on April 25, 2024
Introduction
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For further details see:
It's Time To Rethink The '40' In The 60/40 Portfolio