By Kensington Asset Management Team - April 2022

Solving the Balanced Fund Problem: Rising Stock-Bond Correlations and the Potential Benefits of an Active Approach

Summary

  • Stock-Bond correlation has changed over time. While these correlations have been negative for the last 20 years, they have recently been increasing, similar to what was observed for the 30 years prior to the year 2000.
  • The macroeconomic environment affects both common and differing...
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