Current Market Conditions, 60/40

The 60/40 portfolio strategy, the long time investment benchmark, has historically returned strong and stable growth.

This year has been all but normal. Year-to-date, the strategy is down 15.9% reflecting the abysmal state of both of its composing markets and leaving investors searching for alternative investments.

Using Bloomberg’s Total Return Indexes, the commodities sector is the only alternative investment currently in the green. But after posting record gains in all sub-sectors following the invasion of Ukraine, commodities  have retreated on growing fears of a recession.

To see a complete list of sector returns, refer to our Credit Report.

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