Can't Say 60/40 Is Back: Rosenberg
Why now
Thesis: Investors reassess duration exposure as bond markets shift
Catalyst to watch: Further bond market moves or Fed signals
Main risk: Allocation advice may not suit all investors
Why it matters
A portfolio manager argues the classic 60/40 allocation should shift toward 50/30/20, implying reduced duration exposure and more alternatives.
Details
Jeff Rosenberg, portfolio manager of the systematic alternative ETF at BlackRock, joins Scarlet Fu and Tom Keene on "Bloomberg Money." He explains what's happening in bond markets and says investors should broaden to a 50/30/20 portfolio. -------- More on Bloomberg Television and Markets Like
Sources
- youtube · 2026-09-28 13:32 UTC