Late Cycle Investing: Focus on Flexibility and Diversification

Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.

  • As we move into 2019, investors will be concerned about positioning for the next recession.
  • We don’t see a recession coming yet – probably not until 2020.
  • Defensive and flexible strategies may be the best way to prepare.
This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. The view and opinions expressed are as of October 4, 2018 and may change based on market and other conditions.