FYI: As investment managers at Astoria, we meet regularly to monitor trends in the global economy. The net result of our most recent meetings is that we have reduced stocks, increased the credit quality of our bond portfolio, and increased the usage of alternatives across our dynamic portfolios.
Here’s a quick summary of how we currently see the world, and how we are allocating our ETF portfolios accordingly.
Regards,
Ted
https://www.etf.com/sections/etf-strategist-corner/etfs-2nd-half-2019?nopaging=1
