In this rapidly evolving market environment, investors need a modern approach to asset allocation. The traditional 60/40 portfolio performed well in past decades, but today’s complex, uncertain conditions require greater flexibility and sophistication.
In his July commentary, Todd Mattina, Mackenzie’s Chief Economist and Co-Lead of the Mackenzie Multi-Asset Strategies Team, provides valuable macroeconomic insights as he discusses:
- How stagnation and stagflation scenarios are both possible, post pandemic, and what this could mean for your asset mix decisions.
- How an active approach to asset allocation could help investors successfully navigate an uncertain and potentially volatile economic environment.
- How an absolute return strategy incorporating alternative strategies like leverage and shorting can help smooth out performance while enhancing risk-adjusted returns.
For more timely insights from Todd, read his July commentary, “Asset Allocation for Tomorrow’s Uncertain Economy.”