LoCorr Funds paid 2023 Capital Gains and Dividends Distributions on December 8, 2023. View details here >
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Given the wide range of economic uncertainties, investors should consider a more diversified asset allocation than 60/40....
View ChartThe correlation between stocks and bonds plays a critical role in portfolio construction....
View ChartBonds might not be able to contribute to a portfolio as much as they have historically....
View ChartIn the 2-4% inflation zone, stocks and bonds have historically moved in sync 67% of the time, posing a risk for the diversification goals of a 60/40 portfolio....
View ChartPositive stock-bond correlation can negate potential diversification benefits, catching investors off-guard....
View ChartThe current environment, where small caps are at a 20-year low, presents an opportunity for the asset class to revert to the mean and align more closely with its historical average performance....
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