Why the 60/40 Portfolio Still Makes Sense

Global Market

Jacob de Tusch-Lec, manager of the Artemis Monthly Distribution fund, explains why investing 60% in shares and 40% in bonds is still a good recipe for investment success, but how it doesn’t solve all investors’ problems.

FOR PROFESSIONAL INVESTORS AND/OR QUALIFIED INVESTORS AND/OR FINANCIAL INTERMEDIARIES ONLY. NOT FOR USE WITH OR BY PRIVATE INVESTORS. CAPITAL AT RISK. All financial investments involve taking risk which means investors may not get back the amount initially invested.

In an interview with Interactive Investor, Jacob also talks about his approach to investing at a time of high inflation, explains why he prefers value shares over growth shares, and names a stock he’s recently bought.

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