The 60/40 portfolio (60% stocks, 40% bonds) faces a structural headwind for the next 5-10 years because the historical assumption that Treasury bonds provide a hedge during equity downturns is breaking down, with both equity and Treasury markets now falling together.
causalpending
Speaker
Tavi CostaEvidence Quote
“what we're seeing in terms of equity markets falling and the Treasury market also falling is something to be aware of [15:06]”
Created: 8/12/2026, 10:26:29 PM
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