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    Q2: A Recession for Long Duration Assets but a Secular Bull Market in Inflation Sensitive Assets
    John Davi
    • Apr 26
    • 2 min

    Q2: A Recession for Long Duration Assets but a Secular Bull Market in Inflation Sensitive Assets

    Click here to read Astoria's Q2 Investment Outlook We’ve had plenty of growth scares over the past decade. This one is being driven by...
    101 views0 comments
    We are in the early stages of this inflation cycle
    John Davi
    • Apr 18
    • 4 min

    We are in the early stages of this inflation cycle

    On Friday, April 15th, Astoria’s John Davi appeared on Wharton School of Business’ Behind the Markets podcast. He discussed: Where we are...
    52 views0 comments
    Old-School vs. Inflation-Sensitive Diversification
    John Davi
    • Apr 11
    • 4 min

    Old-School vs. Inflation-Sensitive Diversification

    How Portfolios Should Be Allocating in 2022 Diversification is always smart. However, sticking to the same allocations may not pay off in...
    72 views0 comments
    February Monthly Market Commentary
    John Davi
    • Mar 3
    • 4 min

    February Monthly Market Commentary

    Impacts of Russia’s Invasion of Ukraine On Thursday, February 24th, Russian President Vladimir Putin launched its invasion of Ukraine...
    22 views0 comments
    CIO Thoughts on the Russian Invasion
    John Davi
    • Mar 2
    • 6 min

    CIO Thoughts on the Russian Invasion

    First and foremost, our thoughts are with the people of the nation of Ukraine. The below commentary was written on February 28, 2022. As...
    135 views0 comments
    Astoria Portfolio Advisors Media Coverage
    John Davi
    • Feb 19
    • 2 min

    Astoria Portfolio Advisors Media Coverage

    In the past month, Astoria Portfolio Advisors has been featured on several major media outlets and would like to share our interviews and...
    22 views0 comments
    Will CPI remain at 40-year highs?
    John Davi
    • Feb 10
    • 2 min

    Will CPI remain at 40-year highs?

    January 2022 CPI data are scheduled to be released on Thursday, February 10, 2022, at 8:30 A.M. Economists are forecasting a 7.3% year...
    49 views0 comments
    What does yesterday's FOMC meeting mean for investors?
    John Davi
    • Jan 27
    • 2 min

    What does yesterday's FOMC meeting mean for investors?

    What does yesterday's FOMC meeting mean for investors? Risks remained skewed to the downside. We know inflation is a problem. The Fed...
    20 views0 comments
    What’s an attractive fixed income instrument to play rising rates?
    John Davi
    • Jan 20
    • 2 min

    What’s an attractive fixed income instrument to play rising rates?

    Over the weekend, Barron’s Roundtable released their widely read top stock & fund picks for 2022 (click here). One of the Roundtable...
    31 views0 comments
    Are portfolios positioned for higher inflation?
    John Davi
    • Jan 12
    • 4 min

    Are portfolios positioned for higher inflation?

    Positioning for Higher Inflation will be the Portfolio Construction Topic in 2022 The number one question coming from advisors is, "how...
    50 views0 comments
    Astoria on CNBC: Inflation, 2022 Market Themes, and China & Disruptive Growth
    John Davi
    • Jan 8
    • 2 min

    Astoria on CNBC: Inflation, 2022 Market Themes, and China & Disruptive Growth

    Photo Source: CNBC On Monday, January 3, 2021, Astoria’s John Davi was featured on CNBC as an “ETF expert” along with ETF Trends CEO Tom...
    90 views0 comments
    Special Report: Astoria's 10 ETF Themes for 2022
    John Davi
    • Jan 4
    • 2 min

    Special Report: Astoria's 10 ETF Themes for 2022

    Click here to read the 10 ETF Themes for 2022 Investors’ love affair with past winners is insatiable. The ‘conventional wisdom’ on Wall...
    159 views0 comments
    Your Top 10 Investment Ideas for 2022
    John Davi
    • Dec 20, 2021
    • 1 min

    Your Top 10 Investment Ideas for 2022

    Click here to register for the webcast. On January 10, 2022, at 2 PM ET, ETF Trends will be hosting a webcast featuring Astoria Portfolio...
    40 views0 comments
    Special Report: Astoria's Q4 Investment Outlook – You can’t turn the inflation spigots on and off
    John Davi
    • Oct 22, 2021
    • 2 min

    Special Report: Astoria's Q4 Investment Outlook – You can’t turn the inflation spigots on and off

    Click here to read Astoria’s Q4 Investment Outlook Astoria has been quite vocal about using cyclical and inflation sensitive assets to...
    100 views0 comments
    Cooking with Inflation
    John Davi
    • Oct 13, 2021
    • 1 min

    Cooking with Inflation

    Astoria Portfolio Advisors would like to thank Bloomberg Quicktake, Eric Balchunas, and Joel Weber for having us as a guest on...
    84 views0 comments
    Astoria Portfolio Advisors Surpasses $1B in Total Assets
    John Davi
    • Oct 6, 2021
    • 3 min

    Astoria Portfolio Advisors Surpasses $1B in Total Assets

    https://www.prnewswire.com/news-releases/astoria-portfolio-advisors-surpasses-1b-in-total-assets-301393661.html?tc=eml_cleartime NEW...
    285 views0 comments
    CIO Thoughts: Which Asset Classes are Cheap?
    John Davi
    • Sep 15, 2021
    • 2 min

    CIO Thoughts: Which Asset Classes are Cheap?

    Based on 2021 or 2022 forward estimates, the following asset classes offer a real attractive opportunity in my eyes. Cyclicals Metals &...
    83 views0 comments
    ETF Battles
    John Davi
    • Sep 13, 2021
    • 2 min

    ETF Battles

    Throughout June and August, Astoria’s CIO, John Davi, was featured as a judge on ETF Battles several times. In each battle, the judges...
    35 views0 comments
    CIO Thoughts: 3 Reasons Why The Market is Melting Up
    John Davi
    • Aug 31, 2021
    • 2 min

    CIO Thoughts: 3 Reasons Why The Market is Melting Up

    3 Reasons why markets are in a bit of a melt-up phase: Jackson Hole was incrementally dovish on Friday Stark underperformance of hedge...
    98 views0 comments
     Introducing Astoria's Portfolio Solutions & Tools
    John Davi
    • Aug 30, 2021
    • 2 min

    Introducing Astoria's Portfolio Solutions & Tools

    Astoria has recently created a new section of our website; this will allow you to download all of our Portfolio Fact Sheets, all of our...
    66 views0 comments
    CIO Thoughts: Have We Reached Peak Sentiment?
    John Davi
    • Aug 29, 2021
    • 2 min

    CIO Thoughts: Have We Reached Peak Sentiment?

    Should you be worried about a high CAPE ratio? A recent article in Advisor Perspectives highlighted how high CAPE ratios have...
    51 views0 comments
    Astoria is back on CNBC TV! Will China tech volatility upend global investing?
    John Davi
    • Aug 3, 2021
    • 1 min

    Astoria is back on CNBC TV! Will China tech volatility upend global investing?

    Click here to view the China segment Astoria Portfolio Advisor’s Founder and CIO, John Davi, was invited back to the NYSE for a CNBC TV...
    319 views0 comments
    Quarterly Investment Outlook, InsideETFs Conference, and China
    John Davi
    • Jul 28, 2021
    • 3 min

    Quarterly Investment Outlook, InsideETFs Conference, and China

    We are getting a few inquiries on China which we wanted to address. Before we get into China, two quick announcements: On Monday Astoria...
    43 views0 comments
    Special Report: Astoria's Q3 Investment Outlook
    John Davi
    • Jul 26, 2021
    • 2 min

    Special Report: Astoria's Q3 Investment Outlook

    Click here to read Astoria’s Q3 Investment Outlook Long term return expectations have little to do with Delta/Lambda variants. We are...
    201 views0 comments
    Should you fade cyclicals and inflation sensitive assets?
    John Davi
    • May 24, 2021
    • 3 min

    Should you fade cyclicals and inflation sensitive assets?

    For some time, our view has been that the economy is accelerating (which bodes well for inflation sensitive assets, cyclicals, and small...
    450 views0 comments
    Special Report: Astoria's Q2 Investment Committee Outlook
    John Davi
    • Apr 20, 2021
    • 4 min

    Special Report: Astoria's Q2 Investment Committee Outlook

    Is the early cycle phase over? No, but headwinds are mounting. Begin to allocate to digital assets as an alternative portfolio hedge....
    735 views0 comments
    Inflation vs. Deflation
    John Davi
    • Apr 2, 2021
    • 3 min

    Inflation vs. Deflation

    The chart below was compiled by Bank of America research. It shows the performance of deflationary assets vs. those which are...
    636 views0 comments
    Avoid HY Credit: Astoria on CNBC
    John Davi
    • Mar 25, 2021
    • 3 min

    Avoid HY Credit: Astoria on CNBC

    Astoria is fortunate to be a contributor to major media outlets such as CNBC. This week, Astoria’s CIO, John Davi, appeared on CNBC to...
    944 views0 comments
    Risk Cuts Both Ways
    John Davi
    • Mar 19, 2021
    • 3 min

    Risk Cuts Both Ways

    Part of my job as a CIO for Astoria Portfolio Advisors is to Identify market trends Alert clients of these trends Suggest ways to...
    682 views0 comments
    Introducing Astoria's Large-Cap Value Stock Portfolio
    John Davi
    • Mar 10, 2021
    • 2 min

    Introducing Astoria's Large-Cap Value Stock Portfolio

    Since July 2020, Astoria has argued that the US economy is in the early stages of a new, powerful economic cycle (click here). When...
    74 views0 comments
    What does a rise in interest rates mean for your portfolio?
    John Davi
    • Mar 5, 2021
    • 5 min

    What does a rise in interest rates mean for your portfolio?

    The yield on the 10-year US Treasury recently touched 1.6%, its highest level since the COVID-19 shutdown. Why are rates rising? 1)...
    1,053 views0 comments
    Introducing Astoria's Small-Cap and Mid-Cap Stock Portfolios
    John Davi
    • Feb 26, 2021
    • 2 min

    Introducing Astoria's Small-Cap and Mid-Cap Stock Portfolios

    Since July 2020, Astoria has argued that the US economy is in the early stages of a new, powerful economic cycle (click here). We have...
    74 views0 comments
    Astoria's Portfolio Construction Thoughts
    John Davi
    • Feb 16, 2021
    • 4 min

    Astoria's Portfolio Construction Thoughts

    In our view, there are a few portfolio construction topics that should be paramount for investors’ portfolios. We have argued since July...
    199 views0 comments
    Do you know the Earnings Growth Estimate for your ETF?
    John Davi
    • Feb 2, 2021
    • 2 min

    Do you know the Earnings Growth Estimate for your ETF?

    Before we get into Astoria’s ETF Valuation Matrix, we wanted to alert you that we have updated our Portfolio Construction Dashboard which...
    98 views0 comments
    Should you worry about the price volatility of GameStop and AMC?
    John Davi
    • Jan 28, 2021
    • 2 min

    Should you worry about the price volatility of GameStop and AMC?

    We have seen significant price volatility (on the way up & down) on a handful of individual stocks and Bitcoin in recent days/weeks. ...
    166 views0 comments
    Media Coverage of Astoria's Research & 2021 Outlook
    John Davi
    • Jan 22, 2021
    • 2 min

    Media Coverage of Astoria's Research & 2021 Outlook

    In the past month, Astoria Portfolio Advisors has attracted considerable coverage from acclaimed financial media and news outlets,...
    68 views0 comments
    Top ETF Picks & Market Outlook for 2021
    John Davi
    • Jan 18, 2021
    • 1 min

    Top ETF Picks & Market Outlook for 2021

    Click here to listen to Wharton’s Behind the Markets Podcast Click here to listen to Zacks’ ETF Spotlight Podcast In the past couple of...
    75 views0 comments
    Cyclicals for Short Term Alpha
    John Davi
    • Jan 14, 2021
    • 4 min

    Cyclicals for Short Term Alpha

    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....
    143 views0 comments
    Is Georgia on your mind?
    John Davi
    • Jan 6, 2021
    • 2 min

    Is Georgia on your mind?

    We have had several inquiries this morning asking us if we thought the market was primed for a pullback given the potential for a blue...
    101 views0 comments
    Portfolio Construction Thoughts as we Head into 2021
    John Davi
    • Dec 28, 2020
    • 2 min

    Portfolio Construction Thoughts as we Head into 2021

    Photo Source: https://www.lesfinances.ca/ I hope you and your families are safe and healthy and have a great holiday season. I wanted to...
    163 views0 comments
    Special Report: Astoria’s 10 ETFs for 2021
    John Davi
    • Dec 15, 2020
    • 1 min

    Special Report: Astoria’s 10 ETFs for 2021

    Click here to read the 10 ETFs for 2021 Investors’ love affair with past winners is insatiable. The ‘conventional wisdom’ on Wall Street...
    1,423 views0 comments
    What’s in your ETF Portfolio?
    John Davi
    • Dec 8, 2020
    • 8 min

    What’s in your ETF Portfolio?

    Astoria has invested large amounts of capital from a data, programming, and technology standpoint over the past 24 months to improve our...
    133 views0 comments
    Why have stocks rallied so much?
    John Davi
    • Dec 2, 2020
    • 2 min

    Why have stocks rallied so much?

    There are several reasons why stocks have significantly rallied in recent months: Better than expected positive vaccine news Election...
    99 views0 comments
    The Economic and Earnings Cycles are More Important than the Presidential Cycle
    John Davi
    • Oct 26, 2020
    • 1 min

    The Economic and Earnings Cycles are More Important than the Presidential Cycle

    Click here to read Astoria’s Investment Committee Quarterly Report Historical perspective on the growth vs. value spread.  This is a key...
    183 views0 comments
    Introducing Astoria’s Portfolio Construction Dashboard
    John Davi
    • Sep 18, 2020
    • 3 min

    Introducing Astoria’s Portfolio Construction Dashboard

    Every month, Astoria produces a Portfolio Construction Dashboard to review our risk characteristics, factor loadings, strategic tilts,...
    96 views0 comments
    Don’t Fade Momentum
    John Davi
    • Sep 9, 2020
    • 1 min

    Don’t Fade Momentum

    Click here to watch the CNBC TV interview Click here to watch the Yahoo Finance interview Astoria was recently interviewed by CNBC TV and...
    125 views0 comments
    New and Expanded Services from Astoria Portfolio Advisors
    John Davi
    • Aug 21, 2020
    • 1 min

    New and Expanded Services from Astoria Portfolio Advisors

    Astoria Portfolio Advisors has invested a significant amount of resources on our technology, research platform, and portfolio...
    143 views0 comments
    When will I be able to retire?
    John Davi
    • Jul 29, 2020
    • 5 min

    When will I be able to retire?

    Astoria has received a number of inquiries from financial advisors regarding the probability that their clients will be able to...
    216 views0 comments
    Astoria’s Investment Committee Quarterly Report: Increasing the Cyclicality of our Portfolios
    John Davi
    • Jul 10, 2020
    • 2 min

    Astoria’s Investment Committee Quarterly Report: Increasing the Cyclicality of our Portfolios

    Click here to read Astoria’s Investment Committee Quarterly Report We discuss a few strategic shifts we have implemented in our...
    376 views0 comments
    CNBC Interview: Top Investment Strategy Views for the Second Half of 2020
    John Davi
    • Jul 6, 2020
    • 1 min

    CNBC Interview: Top Investment Strategy Views for the Second Half of 2020

    Click here to watch the interview Astoria was interviewed by CNBC TV on June 22, 2020 to discuss: How to position your portfolio with the...
    126 views0 comments

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