The 60/40 model looks set for another year of solid performance. The strategy's resilience is a rebuttal to critics who have been calling for its demise. Meanwhile, JPMorgan predicts rebalancing flows may lead to an exodus of around $300 billion from global stocks by the end of the year. And the tide in the Treasury market appears to be turning in favor of the bulls for now with expectations that the Fed will boost purchases of longer-maturity debt. U.S. sovereigns logged its best week since August.