As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
Following last week’s movements of the U.S. 10-Year Treasury yield, the ‘Reflation Trade’ theme has taken center stage in bond-land. Against this backdrop, Kevin Flanagan provides potential solutions for investors to consider for their fixed income portfolios.
On the first Behind the Markets podcast of 2021, Jeremy Schwartz speaks with John Davi of Astoria Portfolio Advisors about the 10 themes he’s incorporating into his model portfolios for 2021.
As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
We believe there is potential in 2021 for positive global economic and earnings growth; however, nothing is ever certain. Scott Welch explains how our Model Portfolios are positioned at both the asset class and risk factor levels and are designed to weather whatever may come the market’s way this year.
