60/40, reinvented: 3 reasons to consider alternatives

  • Bloomberg Developed Markets Large & Mid Cap Total Return Index: Tracks the performance of large and mid-cap equities across developed markets, reflecting total returns including dividends.
  • Bloomberg Global Aggregate Index: Measures the performance of global investment-grade fixed income securities, including government, corporate, and securitised bonds.
  • Bloomberg US IPO Index: Tracks the performance of recently listed US companies that have completed initial public offerings. Aims to reflect market activity and sentiment for new listings.
  • HFRI FOF Diversified Index: Represents the returns of hedge fund of funds portfolios that invest across a…

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