# Global investment and portfolio allocation trends > Live situation record from CLSTR: https://clstr.news/situations/global-investment-and-portfolio-allocation-trends > Updated: 2026-09-14T09:50:47.000Z. Sources: 8. Developments: 2. Financial experts and research studies are examining modern trends in asset allocation and investment strategies. Analysts at BlackRock and other experts have questioned the viability of the traditional 60/40 portfolio—allocating 60 percent to stocks and 40 percent to bonds—due to inflation and market fluctuations. BlackRock manager Fabio Osta has proposed a revised 50-30-20 formula incorporating private markets or alternative assets. Additionally, Ric Edelman has suggested that increasing life expectancy requires more robust long-term strategies for retirees. Parallel research by the National Bureau of Economic Research into the portfolios of individuals with assets exceeding $1 million indicates that wealthy investors tend to be more conservative than perceived. On average, these portfolios consist of 53.3% stocks, 20.1% financial instruments, 5.9% real estate, and 4.1% government bonds. ## Timeline ### 2026-09-14: Investment strategies of millionaires reveal conservative portfolio trends A study of over 1,000 millionaires shows they favor conservative portfolio allocations, with 53.3% in stocks and a heavy reliance on professional financial advice. 3 sources. https://clstr.news/cluster/investment-strategies-of-millionaires-reveal-conservative-portfolio-trends ### 2026-09-11: BlackRock and experts suggest shifting from traditional 60/40 portfolios Financial experts are advising a shift away from the traditional 60/40 portfolio toward models including private markets to account for inflation and increased life expectancy. 5 sources. https://clstr.news/cluster/blackrock-and-experts-suggest-shifting-from-traditional-6040-portfolios --- Cite as: Global investment and portfolio allocation trends. CLSTR, https://clstr.news/situations/global-investment-and-portfolio-allocation-trends