Opinion
A 60/40+ Portfolio for the Next 30 Years: A Broader Tool Kit
A J.P. Morgan Asset Management CIO explains why it is time for institutional allocators to ‘diversify the diversifiers.’
Tag: 60-40 portfolio
Asset Allocation
Falling Markets Send Endowment Index 7.5% Lower in Q3
Oil assets, MPLs were the top performers, while Chinese equities and real estate burdened the hypothetical portfolio.
Newsmakers
Endowment Index Falls Over 6% in First Quarter
Private equity and emerging market investments weigh down the portfolio, offsetting gains by oil and gas and commodities.
Newsmakers
Endowment Index Rises 14.59% in 2021
Oil and gas commodities led all asset classes with a 75.59% gain, while gold lost nearly 4%.