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

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

• 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