The Economic and Earnings Cycles are More Important than the Presidential Cycle
- Oct 30, 2020
- 1 min read
Updated: Jul 15, 2021
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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