Investor Strategy - 2021 Half time

2021 is half over and given how markets have advanced, there should be a good half time celebration. In this Investor Strategy:

  • Mid-year market recap – just keep swimming
  • Asset Allocation – re-opening economy
  • Asset Allocation – Market Cycle and positioning
  • Equities – Inflation & Energy
  • Equities – Currency
  • Fixed Income – Taper tantrum two?
  • Portfolio Construction – mid-year check-up

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