Millennials seem to dig bond ETFs despite volatile fixed-income market, Charles Schwab finds

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Is 60-40 the right mix of stocks and bonds?

Hello! This week’s ETF Wrap gives you a look at the findings in Charles Schwab’s latest annual ETF survey as well as how Thursday’s economic data rippled through the bond market.

Schwab found that millennial ETF investors have an average 45% of their portfolios allocated to fixed income, compared with 37% for Generation X and 31% for Baby Boomers. He described millennials as being familiar with the ups and downs of markets, including such turbulent times such as the global financial crisis of 2008 and the COVID-19 crisis in 2020 as well as around the regional-bank failures earlier this year.

Is 60-40 the right mix? Among ETF investors, 63% view the traditional portfolio consisting of 60% stocks and 40% bonds as the right mix to meet their financial goals, according to the Schwab study. On average about 39% of their portfolios are in fixed income, with 61% in equities, the survey found. “Our expectations are for slower GDP going forward as positive contributions from volatile net exports and inventories are unlikely to be repeated,” said Lindsay Rosner, Goldman Sachs Asset Management’s head of multi-sector fixed income investing, said in emailed comments on Thursday. She said that Goldman “will be monitoring developments in private domestic demand — consumption and investment — rather than headline GDP.

 

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