Is the 60/40 portfolio outdated? The rise of modern portfolios

Once hailed as the gold standard for balanced investing, the classic split - 60% equities, 40% bonds - just isn’t delivering like it used to.

Why?
▪️ Bonds no longer offer the same protection in volatile markets
▪️ Equities are more correlated than ever
▪️ Inflation, rate shifts, and global uncertainty have changed the game

The old rules no longer apply. And savvy investors - especially institutions and ultra-high-net-worth individuals - have moved on.

So, what’s replacing it?
🔺 Private equity for long-term capital growth
🔺 Private credit for yield and downside protection
🔺 Real assets to hedge inflation and add tangible value
🔺 Niche alts like litigation funding, infrastructure, and royalties
🔺 And increasingly, conscious capital - investments in sectors like healthcare, fintech, energy & sustainability, and innovation that actively improve the world.

This isn’t just diversification.
It’s a full portfolio evolution—designed for resilience, relevance, and real impact.

The future of investing isn’t 60/40.
It’s flexible, forward-looking, and driven by more than just returns.