Institutional Investor Webinar: What Next for the 60/40 Portfolio?


Back to News

We were delighted to host an institutional investor webinar in November with Martin Lueck, Research Director moderating a discussion between Elizabeth Burton, CIO at Employees' Retirement System of the State of Hawaii, Darren Wolf, Global Head of Investments at Aberdeen Standard Investment and Jackie Rosner, Managing Director at PAAMCO Prisma.

The 60/40 balanced portfolio has been the cornerstone and benchmark of institutional portfolios for most of the past 30 years, providing growth, yield, inflation protection and downside protection in one neat package. Not many investors are still around who have first-hand experience of any other environment. But as interest rates test new lows and equity valuations become increasingly stretched and volatile, that immutable go-to portfolio appears less attractive looking forward.

It was our pleasure to host this panel of distinguished industry experts to discuss the outlook for the 60/40 portfolio, what can take the place of this trusty workhorse and what additional tools investors have available.

Download the key talking points here

Note: This webinar was held on 17th November 2020 and was for institutional investors only. Any opinions expressed are subject to change and should not be interpreted as investment advice or a recommendation. Any person making an investment in an Aspect Product must be able to bear the risks involved and should pay particular attention to the risk factors and conflicts of interests sections of each Aspect Product’s offering documents. No assurance can be given that any Aspect Product’s investment objective will be achieved.

November Panel Webinar.jpg

Discover our range of investment solutions

Latest News & Insights