There was just an article in Financialplanning.com 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%).