Astoria's Founder and CIO, John Davi, appeared on Bloomberg TV to discuss a variety of topics including Emerging Markets, ETF investing, portfolio construction, factor investing, and more.
Click here to watch the interview.
Here are a few items that John discussed:
“Given where we are in the economic cycle, global growth is deteriorating, China is slowing down, and with US earnings deteriorating, we think being more defensive is the right strategy for now.”
“The call isn’t to avoid cyclicals and plow into defensives.”
“You want to own a diversified portfolio of quality plus growth stocks.”
“You want to mix factors in your portfolio because the research shows you can get higher up on the efficient frontier."
Best, John Davi
Founder & CIO of Astoria
For full disclosure, please refer to our website:
Photo Source: Bloomberg TV