Portfolio Construction Thoughts as we Head into 2021
I wanted to send a few portfolio construction thoughts as we finish 2020, as well as two recent interviews Astoria participated in. We have been asked by advisors which of Astoria’s solutions is uniquely positioned in the next 12-18 months. On a relative basis, we believe our Cyclical Portfolio (which has a lot of value-oriented companies) is uniquely positioned (relative to our other solutions) as the economy continues to normalize in 2021. The research shows that as corporate earnings inflect higher, investors have historically rotated away from growth and into cyclically oriented va...
Source: etftrends.com