In Critics of the 60/40 portfolio have their blinkers on (27 September), David Thornton notes that “the age-old 60/40 portfolio,” comprised of 60% stocks and 40% bonds, “has copped a growing chorus of criticism lately.” On 15 October 2021, for example, Goldman Sachs asked: “is the 60/40 dead?” Barron’s was unequivocal. On 4 November, it titled its lead article “The 60/40 … [Read more...] about How the 60/40 portfolio outperforms
Archives for October 2022
Why ESG is fatally flawed
“The value of assets managed with a responsible investing framework has risen to $A1.54 trillion, accounting for 43% of the total (Australian) market,” The Australian reported on 12 September. In a survey it released that day, the Responsible Investment Association Australasia stated that $2.06 trillion of assets under management had been “self-declared as practicing … [Read more...] about Why ESG is fatally flawed