Q3 Portfolio Management
Portfolios are overweight equities relative to bonds and cash. The current economic environment favor stocks over bonds. Mid-cycle economic conditions are positive for economically sensitive stocks. Furthermore, the present interest rate environment still favors stocks over bonds and cash.
Q2 Portfolio Management
Portfolios are overweight equities, underweight bonds, and underweight cash-equivalents because the U.S. economy is in a robust expansion. Historically, stocks outperform bonds and cash-equivalents in an economic expansion experiencing rising yields. Economic conditions suggest diversifying into cyclical Value stocks.
Q1 2021 Portfolio Management
Global stocks are entering 2021 in a broad uptrend, anticipating that re-openings and continued central bank accommodation will support a robust global economic recovery this year.
July 17, 2020
Q2 2020 Portfolio Management Summary
While the upcoming election will add to the uncertainty and volatility of a market already beleaguered by Covid, opportunities for capital redeployment may arise.
April 1, 2020
Q1 2020 Portfolio Management Summary
How will Aspetuck position portfolios in the next quarter amid extreme market swings and what will most likely be several weeks of more dark news surrounding Covid-19 in the U.S.?