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Don't Dismiss the 60/40 Investment Portfolio Allocation Strategy

Abel Lim, Head of Wealth Management Advisory and Strategy, UOB

04-Dec-23 08:45

Don't Dismiss the 60/40 Investment Portfolio Allocation Strategy

2022 was an anomaly with both equities and fixed income performing poorly. This has meant that the 60/40 investment portfolio that has been a cornerstone of a well-diversified portfolio has underperformed but should we dismiss this asset allocation strategy? Abel Lim, Head of Wealth Management Advisory and Strategy at UOB tells us his perspective whilst weighing in on the themes to pay attention to in 2024.

Wealth Advice That Matters is brought to you by UOB Privilege Banking. Visit www.uob.com.my/bfm to find out more about upcoming topics.

Produced by: Moh Heng Ying

Presented by: Wong Shou Ning, Anwar Mahbob, Keith Kam


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Categories:  markets

Tags:  60:40 portfoliouob





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