WHAT THE BEAR MARKET IN DIVERSIFICATION MEANS FOR INVESTORSWHAT THE BEAR MARKET IN DIVERSIFICATION MEANS FOR INVESTORS
The principle behind diversification is to attempt to safeguard against potential bear markets by spreading investments across various assets that are expected to perform well in different environments. However, what happens when diversification itself underperforms?
The Ups and Downs of the S&P 500The Ups and Downs of the S&P 500
The widely followed S&P 500 has historically alternated between long-term bull and bear markets, each of which have lasted an average of 15+ years.
THE 60/40 PORTFOLIO IS NOT DEAD; IT’S JUST NOT WELL-BALANCEDTHE 60/40 PORTFOLIO IS NOT DEAD; IT’S JUST NOT WELL-BALANCED
The recent debate about 60/40 being outdated because it underperformed in 2022 misses the mark.
Historic Tightening In 2022: Bad News, Good NewsHistoric Tightening In 2022: Bad News, Good News
Rapidly rising rates resulted in asset class underperformance in 2022, but have increased forward-looking expected returns.

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