Mixed Messages Across Time Frames

Our latest monthly video update is now available for Portfolio Applications subscribers.

For everyone else, here is overview of that discussion:

Key Takeaway: In weighing the evidence, we come away with distinct messages from the market depending on whether our portfolios have a tactical focus or a more strategic approach. That our views can vary depending on which time frame we consider is not bug. It is a key feature when it comes to managing risk. Right now we see opportunities for tactical strength in the face of longer-term headwinds.

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