BlackRock executives recommend investors adjust the traditional 60/40 stock-bond portfolio to 50% stocks, 30% bonds, and 20% private market assets.
Fabio Osta, Managing Director, EMEA Wealth Business for BlackRock's Private Markets Specialist Team, stated that the rise of AI investment opportunities represents a "once-in-a-century" historic shift, accelerating the expansion of private markets and prompting investors to gradually abandon the decades-old 60/40 equity-bond portfolio framework. He explicitly recommended adjusting the traditional 60% equity, 40% bond allocation to 50% equity, 30% bonds, and 20% private market assets. BlackRock anticipates that global alternative assets under management will grow from the current $20 trillion to $30 trillion by 2030, driven by demand from institutional and wealth clients. Osta identified AI as the core driver for private markets, noting that energy transition, demographic shifts, and urbanization are the other three "super trends."
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Source:华尔街见闻 · Source Link
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