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Chart Library

A library of insightful educational charts to help guide client conversations.

Chart Rebuild the 60/40 with Low-Correlating Solutions

One could argue it’s been time to rethink the 60/40 for decades. As shown in the chart below, a 60/20/20 portfolio has historically outperforme...

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Chart Stock and Bond Correlation: Back to the Future?

Stock and bond correlation is not always negative....

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Chart Is It Time to Rethink a 40% Allocation to Bonds?

An asset allocation of 60% stocks and 40% bonds has been the portfolio standard for decades. However, as you can see in the chart below, the “4...

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Chart The Impact of Adding a Sleeve of Low-Correlating Strategies

Modernizing the traditional 60/40 portfolio to a 60/20/20 portfolio by including a sleeve of low-correlating strategies can provide the opportun...

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Chart/Value Added Yield Curve Inversions – A Cause for Concern?

The yield curve inversions have historically been a reliable indicator of upcoming recessions....

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Chart The Benefits of a Sleeve of Low-Correlating Strategies

By blending low-correlating strategies into a sleeve, a portfolio can deliver a more consistent return stream, while also providing a smoother ri...

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Chart It’s Time to “Think Outside the Box”

If you overlay the style box with correlation, you will find that the various asset classes are in fact highly correlated to one another....

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Chart The Role of Alternatives

Many investors seek alternatives for diversification purposes – to have something in the portfolio that moves independently of stocks and bond...

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