A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Eric Branson, director of investments, at $1.8 billion AUM Cyndeo Wealth Partners, on the gamble lurking inside the market-cap weighted S&P 500, building a proprietary private credit fund of funds and testing the waters with direct indexing.
