- "We see some vulnerability in equity markets in the near term from balanced mutual funds, a $7T universe, having to sell around $160B of equities globally to revert to their target 60:40 allocation either by the end of November or by the end of December at the latest,” according to JPMorgan Chase.
- If the stock market rallies into December, there could be an additional $150B of equity selling into the end of the month pension funds that tend to rebalance on a quarterly basis, added strategists led by Nikolaos Panigirtzoglou.
- For the retail investor, is the 60/40 portfolio still the way to go? Recent contributors on Seeking Alpha have suggested otherwise based on pricing and real returns. See articles by Jussi Askola and KCI Research.