politics

Strategist Suggests Alternatives to Long-Dated Treasurys for Portfolio Protection

29 Eylül 2026CNBC

Julian Howard of GAM Investments advises investors to explore options beyond traditional bonds for portfolio safety.
Investors are advised to move away from the conventional 60/40 equities-and-bonds portfolio strategy, according to Julian Howard from GAM Investments. He suggests exploring alternative investment options for better portfolio protection.
This shift is prompted by the changing dynamics in the financial markets and the limitations of long-dated Treasurys. Howard's insights encourage a reevaluation of traditional investment strategies.
The traditional 60/40 portfolio has been a cornerstone of investment strategy for decades, primarily aimed at balancing risk and returns. However, with rising interest rates and inflationary pressures, long-dated Treasurys may not provide the same level of protection they once did.
Julian Howard's perspective highlights a crucial shift in investment strategy as market conditions evolve. The reliance on long-dated Treasurys for protection may no longer be viable, prompting investors to consider a broader range of assets.

NewsAI özeti

“Investors should look beyond the traditional 60/40 equities-and-bonds mix.”

This article is for informational purposes only and does not constitute financial advice.

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