How did diversified portfolios hold up in 2023? In our latest study on portfolio diversification, we found that a basic 60/40 portfolio outperformed more broadly diversified portfolios, a notable shift from 2022 trends. But what are the implications of this reversal? Do the basic arguments in favor of diversification still hold true?
Join Morningstar analysts Amy Arnott, Christine Benz, and Karen Zaya as they explain the factors that led to this reversal, the implications on portfolio building for your clients, and the future of portfolio diversification.
Webinar Speakers:
Amy Arnott – Portfolio Strategist
Christine Benz – Director of Personal Finance and Retirement Planning
Karen Zaya - Manager Research Senior Analyst