

- 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 & mid-cap stocks), bonds will struggle, investors should be overweight stocks, etc. From my vantage point, Astoria has been on the forefront advising our clients (dating back to Q3/Q4 last year) to do the following: Allocate a portion of their assets to cyclicals and inflation sensitive assets to hedge portfolios (inflation hedges were cheap
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