Asset Allocation For Tomorrow’s Uncertain Economy

Asset Allocation for Tomorrow’s Uncertain Economy

Asset Allocation for Tomorrow’s Uncertain Economy

Since the 1980’s, the traditional 60/40 asset mix has served investors very well. Both equities and fixed income provided high-risk adjusted returns during this period, while bonds provided the important element of diversification. However, the outlook for the traditional 60/40 asset mix appears less optimistic today than it has in the previous 40 years.

Our partners at Mackenzie Investments have put together a commentary highlighting several economic scenarios in which this asset mix could under-perform, titled Asset allocation for tomorrow’s uncertain economy. In the piece, they discuss that investors should consider an active approach to their asset allocation to help navigate shifting post-pandemic environment.

At CH, our advisors never use the method of “set and forget” when it comes to client portfolios. We actively analyze and balance portfolios based on developing market and economic trends and do our best to ensure our clients are in the right investments at the right time.

If you have any questions regarding the article, please don’t hesitate to let us know.

Kindest regards,

Max Leveillee, Licenced Associate
& Your CH Financial Team

403-237-6570
hi@chfinancial.ca

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wealth management
Tax planning
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We’re looking for aspirational clients who require the whole spectrum of financial services because managing the whole is how we’re able to deliver unbeatable value – it’s our “secret sauce.”If this describes you, let’s set up a meeting andget to know each other.

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Comfortably retired thanks to CH Financial