“The traditional 60/40 portfolio is no longer sufficient, especially in turbulent times. Private market investments offer a more resilient approach — boosting diversification, stability and returns.” Portfolio Manager, David Ferreira, shares his insights in a new feature with Financial Post.  

The 60/40 portfolio (allocating 60 per cent to equities and 40 per cent to fixed income) has long been a cornerstone of investment strategy, particularly for those seeking a balance between growth and volatility. Historically, this mix worked well, as the performance of stocks and bonds tended to rise and fall at different times.   

However, recent shifts in economic fundamentals, combined with increased market volatility, have altered correlations between traditional asset classes, and the historical negative correlation between equities and bonds is no longer guaranteed.

Read more: Private market investments can strengthen your portfolio | Financial Post