Tactical Investment Strategy February 2019

With equities and spread sectors recovering most of what was lost in the fourth quarter, we have become more cautious in our asset allocation view. In equity allocations, this includes more income-oriented exposure, and recently, a further reduction in higher-beta growth sectors in favor of more defensive and value-oriented sectors. In fixed income, we continue to hold an overweight in spread sectors, including non-core markets, but have increased longer-dated Treasuries and overall duration to hedge some of this risk.

  • DATE: February 19, 2019
  • TYPE: PDF

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