In this issue of Portfolio Strategy Monthly, we take a fresh look at our strategic and tactical outlooks for asset allocation. Read more...

Our portfolio strategy outlook remains constructive on US Equities, from a stra-tegic perspective, for the next 10-16 months as the US macroeconomy is still progressing through the Late Expansion stage of the business cycle, in which conditions are generally expected to be favorable for US equity returns. Read more...

In this issue of Portfolio Strategy Monthly, we take a fresh look at our strategic and tactical outlooks, updating our assessments of prospective returns and risks. Read more...

Our Total Return Strategy Model Portfolio is a practical application of our up-to-date portfolio strategy outlook. This portfolio is specifically designed, and the holdings are purposely selected, so that individual investors can implement it easily. Read more...

We believe that economic and financial conditions in the next 12-18 months will offer a strategic window of opportunity for investors to capitalize on a sig-nificant recovery of US equity prices from the troughs of the ongoing major drawdown that began in September 20, 2018. Read more...