Everyone refers to the 60/40 (equity/bonds) asset allocation as set in stone – studies revel in its efficacy and investment committees see it as a North Star (why would you veer?) in terms of at least initial allocations. But what is its origin and how will it perform for investors going forward?
This presentation and panel discussion will speak to this as well as how a new idea – replacing the bond allocation with something else – can quite possibly be the only thing that prudent investors should seriously consider when deciding initial and on-going allocations.
The Cambridge Club, 100 Richmond St W, 11th Floor, Toronto, ON M5H 3K6
Portfolio Manager
Richardson GMP
Founding Partner & President
Algonquin Capital
Managing Partner
Alignvest Investment Management