The Portfolio Puzzle of Our Lifetime

This is the thing we all need an answer for – starting valuations for stocks have rarely been higher, while starting bond yields have never been lower. Can stocks return enough going forward to overcome this hurdle? Will bonds deliver the hedge against volatility investors are counting on? On this week’s podcast, I’ve brought on two thoughtful, accomplished asset allocators to answer these questions and suggest...

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source https://thereformedbroker.com/2020/11/27/the-portfolio-puzzle-of-our-lifetime/

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