Thursday, October 1, 2026

Portfolio Allocation Gets Trickier

Money Managers Are Asking Clients to Give the Bond Market Another Chance
https://www.wsj.com/finance/investing/money-managers-are-asking-clients-to-give-the-bond-market-another-chance-6f874f1c
The bond market is selling off, but the classic 60-40 portfolio is doing what it is supposed to for the first time in years.
 
While Surging to Records, Stocks Experience Some ‘Wobbles’
https://www.nytimes.com/2026/09/30/business/stocks-sp500-oil-bonds.html
Beneath the S&P 500’s 2 percent gain in the third quarter, the rise in oil prices and bond yields led some investors to become more cautious about the outlook for A.I. profits.
 
Don’t own bonds and be cautious with stocks
https://www.ft.com/content/c05f3ba5-e24e-4c88-86ed-04f4b229cd15
Balance sheets have become unbalanced and growth in turn may suffer the consequences.