Portfolio Strategy · Research Report
Beyond the 60/40 Portfolio: Construction the New Market Regime
The assumptions that powered the traditional 60/40 portfolio for decades have changed. Learn why advisors and sophisticated investors are reevaluating diversification, inflation exposure, and the role of private markets in modern portfolios.
40+
YEARS
The 60/40 model benefited from stocks and bonds moving in opposite directions during market stress for more than four decades.
2022
THE TURNING POINT
The Turning Point As inflation became the dominant macroeconomic force, stocks and bonds began moving together — exposing a structural weakness in traditional diversification.
Now
the new regime
Institutions and sophisticated investors are increasingly looking beyond public markets to construct portfolios built for today’s environment.
For more than 40 years, the 60/40 portfolio benefited from one critical dynamic: stocks and bonds typically moved in opposite directions during periods of market stress.
That relationship changed in 2022.
The question is what comes next.
As inflation became the dominant macroeconomic force, stocks and bonds began moving together — exposing a structural weakness in traditional diversification models that many investors had not previously experienced. This report breaks down what changed, why it matters, and how institutions have responded.
Built for RIAs &
Financial Advisors
What changed in the stock-bond relationship
The structural shift that broke four decades of diversification logic.
Why inflation regime risk matters
How inflation became the variable that traditional models were never built to handle.
What current correlation data shows
A data-driven look at what today’s correlation environment signals for allocation strategy.
How institutions are responding
The allocation shifts occurring at the institutional level and the frameworks driving them.
Why private markets and real assets are being considered
How modern portfolio construction is evolving beyond public markets.
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Research Report
Whether you’re new to alternatives or deepening an existing allocation strategy, this guide provides a clear, practical framework built around the realities of your practice.
designed for
RIAs, financial professionals, family offices, and sophisticated investors seeking a deeper understanding of today’s evolving investment environment.
A Partner Focused on Supporting RIAs
Registered Investment Advisors
RIAs navigating alternative allocations and evolving client expectations around diversification.
Financial Professionals
Advisors seeking a deeper framework for understanding modern portfolio construction.
Family Offices
Multi-generational wealth managers evaluating private market access and inflation resilience.
Portfolio Managers
Investment professionals reassessing correlation assumptions and allocation frameworks.
Institutional Allocators
Institutions looking at how the broader market is responding to the new macro regime.
Sophisticated Investors
Accredited investors seeking a data-driven lens on diversification beyond traditional models.
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Learn Why Institutions Are Moving Beyond 60/40
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This material is provided for educational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or investment product. Past performance does not guarantee future results. All investments involve risk.