Wednesday, May 16, 2012

Advisors Eye Alternatives, Question Buy-and-Hold Approach

There was just an article in talking about the 2012 Natixis Global Asset Management U.S. Advisor survey.  Here are the highlights:

  • 49% of advisors are uncertain that the traditional 60/40 allocation between stocks and bonds is still relevant
  • 23% said the traditional approach isn’t close to meeting the needs of investors in contemporary markets
  • 38% of advisors that have been in business for more than 15 years no longer believe that the traditional 60/40 allocation is the best way to pursue returns and manage risk
  • Advisors were twice as likely to say that new approaches are needed compared to those who favor the status quo (46% vs. 22%).
What I have to say about this is simple---to the advisors questioning traditional strategies---what took you guys so long?  To the others---good luck with that.

No comments:

Post a Comment