If this investing year were a football game, the coach would be having a hard talk with the team at this halftime. Markets are beaten down, investors are generally having a very difficult time of it, and there has been no place to hide. In traditional allocation terms, what was supposed to protect us – sector diversification, different asset classes, global diversity – has mostly failed to protect so far this year.

Let’s dig in with a recap and try to figure out what the best plays for the back half of the year will be to try and steal victory from the jaws of defeat.

Click here for a copy of the report.