Bonds Over Stocks: The New 60-40 Portfolio

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Investors big and small are betting that bonds are back after posting their worst performance on record in 2022

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Given all that's occurred, wouldn't it be prudent to have a % in commodities and/or crypto too?

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European stocks will defy bonds’ revivalIn the past decade, Western equities delivered far better returns than bonds. An ongoing central bank crusade to fight inflation points to a fixed income comeback in 2023. Yet cheap valuations and ECB rates hesitancy will help European stocks steal a march on local bonds.
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Bright Start for Bonds to New Year Eases Market PressuresAnother strong week for U.S. bonds gives investors increasing hope that they can turn the page on a brutal 2022 'Bright Start for Bonds... Eases Market Pressures' That bright start will burn your retinas: the 10y-3m was inverted 118bp on Fri. 🎶 Blinded by the light Revved up like a deuce 🎶 The 'deuce' was a 1932 Ford coupe. How auspicious: the market bottomed in 1932 🤪
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