Bonds Over Stocks: The New 60-40 Portfolio

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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’ revivalEuropean 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 PressuresBright 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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