26 Jul 2018
In this month’s letter, Peter writes about tactical asset allocation in the context of the current phase of the business cycle. He suggests that this is the most difficult phase for asset allocators, as equity underweights can appear to be a mistake in the lead up the end of the investment cycle.
To see Peter's letter, which also includes a review and outlook section, click here
See more about Seneca Investment Managers in Tools & Resources
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