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Stock impact report

Revisiting The 60/40 Portfolio Approach: Considerations For Advisors [Forbes]

Morgan Stanley (MS) 
Last morgan stanley earnings: 4/16 07:15 am Check Earnings Report
US:NYSE Investor Relations: morganstanley.com/about-us-ir
Company Research Source: Forbes
Potential Risks Of Government Bonds Bonds used to be the safe part of the portfolio: reliable income, low volatility. But when you have governments with large outstanding debt, rising interest rates and inflation pressures, that safety margin can thin. Fixed-rate bonds lose value when interest rates rise . There have been reports that real yields on some sovereign bonds have declined when accounting for inflation. Deficits and debt can also make it harder for governments to respond to shocks and may undermine confidence. In short, the traditional "buffer" in the 60/40 isn't always buffering these days. Growth Of Private Credit Private credit—such as direct lending, mezzanine and asset-based debt—is no longer obscure. Although it carries risks such as illiquidity and lower-grade options, it's growing as an alternative for many institutional investors. This credit has the potential to offer higher yields than public corporate bonds, and many structures are floating rate, meanin Show less Read more
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