PDI Picks – 6/6/2022

Claiming a bigger slice for alternatives


A new study suggests its time for portfolio allocators to make some changes in the face of economic headwinds.

A recent piece of analysis from KKR suggests that the classic 60/40 stocks/bonds portfolio construction model may have had its day in the face of a challenging new environment. The model needs to find a way of incorporating alternative assets, the firm argues.