Getting Beyond The Bull/Bear Debate

The key for investors is a disciplined, evidence-based approach to finding the right balance between risk and opportunity

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Video Summary: The evidence argues for moving beyond binary bull/bear labels. Mixed model messages are evidence of a different environment this year versus last year. While risks still outweigh opportunities from a secular and cyclical perspective, improving short-term conditions have us increasing equity exposure in our Tactical Opportunity portfolio. Our systematic trend-following asset allocation models are tilted toward stocks and away from commodities.