Suche
Mein Konto
Mixing stocks and bonds: promising returns for investors - a look into the future.
According to a report from www.capital.de, analysts have calculated what returns investors can expect over a ten-year period if they combine stocks and bonds. Last year, many investors were concerned that inflation would erode their investment income. The combination of stocks and bonds did not appear to provide compensation, with both asset classes posting losses last year. But now the situation has changed. Analysts predict significantly better returns for mixed portfolios in the coming years, especially for the classic 60-40 portfolio. This portfolio, consisting of 60 percent stocks and 40 percent bonds, could increase investors' capital within just 13 years...
Mixing stocks and bonds: promising returns for investors - a look into the future.
According to a report from www.capital.de, analysts have calculated what returns investors can expect over a ten-year period if they combine stocks and bonds. Last year, many investors were concerned that inflation would erode their investment income. The combination of stocks and bonds did not appear to provide compensation, with both asset classes posting losses last year. But now the situation has changed. Analysts predict significantly better returns for mixed portfolios in the coming years, especially for the classic 60-40 portfolio. This portfolio, consisting of 60 percent stocks and 40 percent bonds, could double investors' capital in just 13 years.
In addition to stock prices, interest rate increases by central banks have also contributed to bonds becoming attractive again. Although it takes time for the coupons of newly issued bonds to rise, interest rate increases are already having an impact on older bonds. The prices of these bonds have fallen, which in turn leads to higher yields. Investors who buy these bonds at low prices and hold them until maturity can receive coupon interest in addition to the face value, which can lead to an attractive return.
JP Morgan's investment strategists have analyzed various mixed portfolios, including the classic 60-40 portfolio, a defensive portfolio, a balanced portfolio and an offensive portfolio. All portfolios have the potential to offset inflation and generate positive returns. The great thing about these portfolios is that they are easy to recreate yourself.
The prospects for mixed portfolios of stocks and bonds are therefore promising. However, investors should note that returns and market performance are never guaranteed and depend on various factors. It is advisable to develop a sound investment strategy and regularly inform yourself about developments in the market.
Source: According to a report from www.capital.de
Read the source article at www.capital.de