Timmer Questions 60/40 Portfolio Revival Amid Weakening Stock-Bond Link
Fidelity's Jurrien Timmer questions the 60/40 portfolio comeback as higher Treasury yields sustain a positive stock-bond correlation.
2 h ago9 min read
Asia's Thursday, September 17, 2026: Economic Events and Calendar
Thursday's Asia calendar is quiet; NZ GDP is the key data point. The failed clarity bill and Fed hike were both widely expected.
16/09/2026 20:212 min read
Ever come across those individuals who pride themselves on their contrarian "hot takes" — delivered, naturally, only after the dust has settled?
Well, here is mine: this week has been rather uneventful, with no surprises to speak of.
- The clarity bill's failure came as no shock.
- Nor did the Fed's rate hike, which was widely anticipated.
New Zealand's GDP figures take centre stage today, and I will be back shortly with a detailed look at what to expect.
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