Balanced funds
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Why the 60/40 Portfolio Is Back—And Poised for More Gains
Barrons· 2026-01-08 19:03
Core Insights - Balanced funds are currently benefiting from higher bond yields and recent rate cuts, which enhance their attractiveness as investment vehicles [1] - In the event of a stock market slump, bonds are positioned to provide a protective cover for investors [1] Group 1: Impact of Bond Yields - Higher bond yields are contributing positively to the performance of balanced funds [1] - Rate cuts are further enhancing the appeal of these funds, making them a more attractive option for investors [1] Group 2: Market Dynamics - The potential for a stock market downturn highlights the role of bonds as a safety net for investors [1] - This dynamic suggests a shift in investment strategies, with a possible increased allocation towards bonds in balanced funds [1]