The fixed-income side of your 60/40 portfolio may need an overhaul.

Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.

00:44 Typical Bond Portfolio

01:56 How to Create Portfolio Optimized for Best Risk-Adjusted Returns

03:26 Sharpe-Optimized Portfolio

04:29 Bank Loans and Corporate Bonds

6:06 Why Should Investors Trust This Portfolio?

07:51 Risk-Adjusted Portfolio vs. 60/40 Portfolio

09:15 How Investors Can Use Our Research

11:35 What Could Go Wrong with a Risk-Adjusted Portfolio?

Read about topics from this episode.

How to Invest Better With Bonds https://www.morningstar.com/bonds/how...

3 Bond Funds for All Yield Seasons https://www.morningstar.com/bonds/3-b...

The Best Bond ETFs https://www.morningstar.com/etfs/best...

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Read what our team is writing:

Ivanna Hampton https://www.morningstar.com/people/iv...

Maciej Kowara https://www.morningstar.com/people/ma...

Alec Lucas https://www.morningstar.com/people/al...



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