3rd Quarter Update - Economic Outlook 2021
Every year-end since our founding, our team conducts an in-depth analysis of the U.S. economy and financial markets to develop an Annual Economic Outlook. This forecast serves as a blueprint for our investments throughout the year. During this episode, we review our 2021 forecast and discuss important updates as we round out the year.
About The Speakers
Fall Ainina, Ph.D., CFA
Deputy Director of Research / Vice President
Investment Committee Member
Client Relationship Manager
We understand that preservation of capital and long-term growth are critical to our clients. For this reason, we use strategic asset allocation techniques to create balanced portfolios custom-tailored to meet each individual's investment needs and risk tolerance.
Typical Allocation Range
Equity: 40% - 70%
Fixed Income: 30% - 60%
Cash: 1% - 15%
The Balanced strategy has a target range of 40% - 70% in equities, with a mix of small, mid, and large capitalization stocks. We weight the stock exposure toward the most advantageous market capitalizations based on our research.
Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.
We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.