Tactical Investment Strategy January 2019

Risk markets face a decidedly more challenging backdrop in 2019, with increasing macro risks and no backstop in the form of fiscal stimulus or extraordinary monetary policy support. We took steps into year-end to insulate equity allocations against higher volatility with increased exposure toward value and higher-dividend sectors. Within our fixed income, we carry a full duration, expecting rates to remain stable as the Fed winds down its tightening cycle.

  • DATE: January 18, 2019
  • TYPE: PDF

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