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60/40 portfolio recorded the best monthly performance in 32 years - BofA

Published 01/12/2023, 13:24
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During the week ending November 29, money-market funds experienced significant inflows, with U.S. growth stocks receiving their largest influx in 11 weeks, according to BofA’s equity strategists.

Cash attracted $75.6 billion, bonds $3.7 billion, and stocks $2.6 billion, while gold saw an outflow of $400 million, the strategists said citing EPFR Global data.

BofA also noted a +9.6% gain in the 60/40 portfolio for November, marking the best month since December 1991. However, the analysts cautioned that such "monster months" are typically followed by pullbacks.

Notable flows included the largest 4-week inflow for high-yield bonds since June 2020 and the largest outflow for U.S. small caps in 7 weeks.

“As macro means lower yields (4% in soft, 3% in hard landing), but politics & geopolitics guarantee it will be a cyclical bond bull within a secular bond bear,” the analysts commented.

In regional equity breakdown, the US experienced its 7th consecutive week of inflows, while emerging markets saw an 8th week of outflows, Japan had its 4th week of outflows, and Europe recorded its 38th week of outflows.

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