Re-Balance your Balanced Portfolio— Reconsidering the 60/40 amid Inflation, Rising Rates, Volatility – Harvest Portfolios
After decades of rock-bottom interest rates and low yields from fixed income, investors following the standard 60/40 allocation balance were punished in early 2022 by unsteady equity markets, rapidly dropping bond prices, and yields that, despite rising, still stayed below the rate of inflation. Hear from David Wysocki, VP of National Sales at Harvest ETFs, about why this occurred, and how you can help clients rebalance their portfolios to protect against these trends.