The Great Portfolio Reset: What Comes After 60/40? | LPL Market Signals
About this episode
The episode discusses the future of portfolio strategies beyond the traditional 60/40 model with insights from Paul Ticu.
Is the 60/40 portfolio dead? On this week's LPL Market Signals, Kristian Kerr sits down with Paul Ticu, Head of Asset Allocation and Client Solutions at Calamos Investments, to challenge some of the biggest assumptions in investing. The conversation explores diversification, downside protection, market concentration, geopolitics and the evolving role of alternatives in portfolio construction. Tune in for actionable insights on navigating uncertainty and building more resilient portfolios in a world where traditional asset allocation strategies may no longer be enough. Tracking: #1143421
More episodes of LPL Research
- Three Earnings Topics to Watch During Second Quarter Earnings Season | LPL Market Signals
- Widening Divergence in the Global Economies | LPL Econ Market Minute
- Highlights From LPL Research’s Midyear Outlook 2026 | LPL Market Signals
- The Political Economy of Real Assets | LPL Market Signals
- Oil Prices Likely Impacted by China | LPL Econ Market Minute
- Shock, Awe, and a Hawkish Turn: The First Warsh Fed Meeting | LPL Market Signals
Explore listener stats, chart rankings, contacts and more on the LPL Research podcast page.