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

October 30, 2020

Read Astoria's Investment Committee Quarterly Report where we discuss:

 

  • YTD and historical performance of Astoria’s dynamic ETF managed portfolios

  • Historical perspective on the growth vs. value spread.  This is a key reason why we diversify across factors.

  • Some election commentary.  Astoria believes that the Economic and Earnings Cycles are more important than the Presidential Cycle in the longer term.

  • We review our current portfolio tilts and highlight a few portfolio construction areas we are working on.

 

Click here to read the full research report

 Photo source: Astoria Portfolio Advisors

 

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