From 60/40 to… What? The Changing Role of Bonds in Diversified Portfolios

Recent market cycles have challenged one of the most relied-upon assumptions in portfolio construction: that bonds will always provide meaningful protection when equities fall.

Scott Rundell, CIO at Mutual Limited, explores why traditional defensive allocations may need a rethink in today’s uncertain market environment. Originally presented at Entireti’s Online Series, you can now view the video on demand (watch: 45 mins).

https://video.wixstatic.com/video/01bd19_936e876d4bb747c7b39f3bd7d01ec0d4/1080p/mp4/file.mp4

Click here to download the presentation slides.