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LIVE: How Calamos Is Rethinking the 60/40 Portfolio With Hedged Equity @calamos x.com/i/broadcasts/1wxWjljmvkw…

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A azrael_options
Azraël @azrael_options ·

@Barchart @Calamos France's 30Y at GFC highs shows bonds aren't ballast anymore. That's the real stress on the 60/40. Hedged equity helps, but it won't save you from duration risk. Watch how rates reprice before adding layers.

T THChumor
THC Humor 💹🧲 @THChumor · 202K

@Barchart @Calamos Hedged equity could be an interesting middle ground for portfolio construction