Vanguard Flips The Script On 60/40 Investment Strategy

Several developed, emerging and frontier markets outperformed the US-based S&P 500, which ended the quarter up 21%, and the MSCI All World Country Index (ACWI), which ended the quarter up 19%.

More than ever, the world economy is intertwined, beholden to trade flows, investments, technology and people crossing borders. In an era of rapid innovation, the need to stay competitive will continue to connect the economies of far off places.

Nothing is guaranteed, of course. What is said during a campaign and the reality of what is implemented once in office, are two completely different things – its politics after all. This discrepancy is likely to be even greater due to the uncertainty and costs associated with COVID-19. So why not simply weigh possible scenarios and the potential impact on different sectors of the U.S. economy?