PORTFOLIO POSITIONING AND CONSTRUCTION IS A FUNCTION OF
- Current market conditions and how the major asset classes like stocks, bonds, commodities, and alternatives are expected to perform over the next 6-12 months.
- Your specific goals, self-assessed risk tolerance, and time horizon.
SOME OF THE MACROECONOMIC FACTORS WE LOOK AT TO FORMULATE OUR CAPITAL MARKET EXPECTATIONS ARE
- Economic growth rates
- Level and structure of long-term and short-term interest rates (the yield curve)
- Unemployment and job creation
- LEIs
- Geopolitical developments
- Stock market concentration as measured by the Herfindahl-HIrschman Index score
- Length of the current bull/bear market cycle as measured by the number of business days
Click the below button to find out more about our portfolios.
Ready to unlock your financial future?
Our corporate partners
