As global equity indices trade near multi-year valuation highs, institutional portfolio managers and high-net-worth investors face a critical capital allocation question: should new capital chase high-beta artificial intelligence growth leaders, or rotate into cash-generative dividend growth compounders? Increasingly, quantitative wealth desks are executing a barbell ETF strategy that captures...
For more than four decades, the classic 60/40 portfolio—allocating 60% of capital to equities and 40% to sovereign fixed-income bonds—served as the foundational benchmark for pension funds, family offices, and long-term retail investors. However, persistent sovereign debt expansion, sticky structural inflation, and shifting bond-equity correlations have prompted institutional wealth...
