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Michael Roberge

The 60/40 portfolio is back

In 2023, the focus will shift to the economic cycle. While equities and some of the riskier fixed income markets have challenges, a solid risk-free rate added to a 3-4% equity risk premium is a good through-cycle return.

Michael Roberge
15 March 2023
1

Why active management needs a full cycle

The long bull market allowed passive investing to prosper, but over a whole cycle, companies with better fundamentals will outperform weak ones. The market is finally showing some dispersion.

Michael Roberge
6 June 2018
1

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