Loading ...“The Precious Metals and Energy analysts at Goldman Sachs Daan Struyven, Lina Thomas, Samantha Dart have overtly taken a step to recommend replacing a portion of Bonds in the previously dogmatically adhered to 60/40 stock-Bond portfolio mix. This is not a short term trade idea, nor is it one of those macro “plays” the market has seen so much of these past two years. This is a call to change how Pensions and the largest institutions allocate big money to hedge equity risk. As such, it is (to our eyes) the very first shot across the bow for global money managers to take heed on how they’ve been allocating client money on autopilot for the last 15 years.”
Goldman: Buy Gold Not Bonds— “The 60/40 is Dead” | ZeroHedge