Phil Huber, Savant Wealth Management-Returns For 60/40 Stock Bond Mix Is Significantly Lower Now Than It Has Been In Past | #374

Key Points

• Investors and advisors looking to diversify their portfolios can consider adding alternative investments such as reinsurance, managed futures, and middle market direct lending which offer structural non-correlation and the potential for meaningful real returns.
• The collectibles space, including art and memorabilia, has become more accessible to investors through fractional ownership platforms, presenting a novel but speculative investment opportunity that warrants a cautious and informed approach.
• The evolving landscape of alternative investments suggests that future portfolios may differ significantly from the traditional 60/40 stock-bond allocation, as advisors and investors increasingly seek out uncorrelated assets and strategies in response to concerns about lower expected returns and inflation.