Looking at historical data, one can see that in the rising rate environment from 1940-1982, stocks tended to do better while in the meantime, bonds suffered. But are we in a similar era as in those years?
Looking at historical data, one can see that in the rising rate environment from 1940-1982, stocks tended to do better while in the meantime, bonds suffered. But are we in a similar era as in those years?
We study 20/80, 35/65 and 50/50 stocks T-bonds balanced portfolios. Through a long 80 plus year history, we show that these balanced portfolios can weather a rising environment.