The 80/20 Portfolio, Bipartisan Stocks and Slumpy Septembers
Summary
Bloomberg ETF analyst Athanasios Serafides and cross-asset reporter Isabel Lee join hosts Jo Weber and Eric Balchinus to spotlight recent research themes. They analyze the shift from the traditional 60/40 portfolio to an 80/20 equity-heavy allocation driven by bond underperformance. The episode also examines political-themed ETFs tracking lawmaker trades, noting that bipartisan holdings outperform, and discusses September's historical market weakness alongside the potential for a bond mutual fund "doom loop" as yields rise.
Topics discussed
Sponsors: PIMCO, ChatGPT Work, Navy Federal
Intro: Spotlight on Athanasios Serafagas
The 80/20 Portfolio: Shift from 60/40 to Equities
Political ETFs: GOP, Nance, and Lawmaker Holdings
September Seasonality: Returns vs. ETF Launches
Bond Mutual Funds: The Doom Loop Risk
Outro and Sponsors: Wise, Delta, Cincinnati Insurance
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