LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
In this week’s Weekly Market Commentary, LPL Research lays out the bull case for the second half of the year.