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2026-07-16 14:12:12
[Apollo's Chief Economist Proposes a New Version of the "60/40 Investment Rule": The AI vs. Non-AI Debate] (1) The traditional 60/40 investment rule suggests allocating 60% of funds to stocks to pursue high returns and 40% to bonds to ensure safety. (2) Apollo's Chief Economist Torsten Slok proposes that the new 60/40 ratio should be redefined as the allocation between AI-related assets and non-AI assets. (3) Slok believes that in the current market environment, investors can hardly avoid the risk exposure brought about by the AI boom, so this new allocation framework is more practically instructive.
