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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.

Photo source: Astoria Portfolio Advisors

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