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January 2022 CPI data are scheduled to be released on Thursday, February 10, 2022, at 8:30 A.M.

communicate portfolio construction thoughts with investors on a  more systematic basis. In this  ‘CIO Thoughts’ piece, our aim is to deliver  several topics in an easy-to-read language, which hopefully leads to more fruitful conversations and meetings with our investors. Before discussing Astoria’s ‘ CIO Thoughts’, we wanted to alert you that Astoria’s Quantitative Strategist, Nick Cerbone, has updated our  Portfolio Construction Dashboard, which is stored here (click here; if you don’t have access, please let us know and we will sign you up). All of our models, fact she...

January 15, 2021 Many advisors have asked us our view on what broad market US equity theme they should favor in the near term for their client portfolios. On a relative basis, we believe our  Cyclicals Portfolio (which has a lot of value-oriented companies within financial, material, energy, and industrial spaces) is uniquely positioned (relative to our other solutions) as the economy  continues to normalize in 2021. In the report below, we backtested Astoria’s Cyclicals Portfolio (description included below) versus the SPDR® S&P 500® ETF Trust (SPY). The key observation in the 13-...