Why 90/60 Is the New 60/40

The video discusses the ongoing debate between active and passive investing, focusing on a new twist to the traditional 60/40 portfolio. Jeremy Schwartz introduces the 90/60 balanced fund, which leverages equities and bond futures to provide $1.50 of exposure for every dollar invested. The fund targets institutional investors seeking diversification. The idea originated from a Twitter conversation and has been validated by market feedback and endorsements from industry leaders like Cliff Asness.

What is the concept of the 6040 balanced portfolio?

How does the 9060 balanced fund differ from the traditional 6040 portfolio?

Who is the target audience for the 9060 balanced fund?

What are the potential risks associated with the 9060 balanced fund?

How do bond futures contribute to the diversification of the portfolio?

What was the origin of the idea for the 9060 balanced fund?

What feedback did the creators of the fund receive from clients?