Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127
Portfolio Manager Crista Caughlin walks listeners through the tumultuous bond market experiences of 2022 and outlines three main economic scenarios the team is monitoring for 2023.
Highlights:
- Are reports of the 60/40 portfolio’s death greatly exaggerated?
- 2022 recap: What happened in bond markets?
- How can the yield curve un-invert?
- Key takeaways from researching Canadian household debt levels
- Adjustments to the portfolio: What changes have we made?
