David Picton, President and Portfolio Manager, Picton Mahoney Asset Management, joined us at the CETFA Mindpath ETF Conference.
The lifespan and sustainability of the 60/40 portfolio has been a subject great debate as both equity and bond markets ascend the late end of this market cycle. Investors are facing high equity valuations, low dividend yields, and low bond yields. Risk is rising, while expectations of future returns from both equities and bonds get cut.
In this enlightening conversation, David Picton shares his thoughts on the 60/40 portfolio, as well shedding light on what advisors and investors can do in the face of this challenging market environment, including how to make sense of using alternative investments.
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