Vanguard Flips The Script On 60/40 Investment Strategy

Many who venerate the Sage of Omaha for his plain-talking demeanor are shocked to see Berkshire Hathaway screened out of "conscious investing" funds like KRMA. But the logic behind giving environmentally oriented clients a way to ignore Buffett has not forced them to sacrifice performance in the pursuit of a better future for all.

For investors purely focused on long-term returns, exposure to the world's second-biggest economy seems compelling as a dollar hedge if nothing else. But the conversation can be fractious in the post-COVID world. Astute advisors don't need to settle for portfolios that no longer reflect today's geopolitical realities.

While the largest technology companies are once again capturing the bulk of retail investor interest and leading the market as a whole, the real growth is coming from the structural changes we see unfolding all around us. You don't have to be a technological savant to make sure your clients get tactical exposure to the themes that will drive the future.