In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, presents the firm’s outlook and explains the top political tensions that could impact markets and tip the scale toward a recession and what would signal the need to reduce the neutral equities weighting in portfolios.
In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he delves into the persistent uncertainty and lack of clarity on a variety of fronts—U.S.–China trade, Fed rate cuts, Brexit, etc.—that makes it advisable for us to maintain our neutral portfolio positioning on risk assets at this time.
In the July–August issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he explains why—despite the fact that a U.S.–China trade truce, impending Fed rate cuts, and all-time S&P 500 highs are quite encouraging for the economy and markets—we are more cautious on these drivers heading into the second half of the year.
