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Don't Dismiss the 60/40 Investment Portfolio Allocation Strategy
13 mins·08:45, 4 Dec 2023
Don't Dismiss the 60/40 Investment Portfolio Allocation Strategy
13 mins
·
08:45, 4 Dec 2023
·
Recommended
Guest: Abel Lim, Head of Wealth Management Advisory and Strategy, UOB
2022 was an anomaly with both equities and fixed income performing poorly. This has meant that the 60/40 investment portfolio that has been a cornerstone of a well-diversified portfolio has underperformed but should we dismiss this asset allocation strategy? Abel Lim, Head of Wealth Management Advisory and Strategy at UOB tells us his perspective whilst weighing in on the themes to pay attention to in 2024.
Wealth Advice That Matters is brought to you by UOB Privilege Banking. Visit www.uob.com.my/bfm to find out more about upcoming topics.
Presenter: Wong Shou Ning, Anwar Mahbob, Keith Kam
Producer: Moh Heng Ying
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