Dr Laura Mattia, was cited in an article on Bloomberg’s newsletter. The article, featured in the Wealth section, was a round table with financial experts discussing issues related to a bond sell-off and the 60/40 Rule.
Within the article Laura offered this insight abou the 60/40 rule:
Laura Mattia, chief executive of Atlas Fiduciary, thinks the 60/40 rule could use something of an update. But she doesn’t want clients selling in a down market. Rather, she sees adding assets such as non-US equities, real estate, natural resources, convertible bonds and private equity to their portfolios as a way to add diversification beyond bonds.
“The primary aim is risk mitigation without compromising desired returns”