James from United States Invested 200

Investment Strategy Overview

The Chief Investment Office (CIO) outlook on the economy, the markets, investment trends, portfolio considerations and asset-class weightings.

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The Great New Dawn

Looking at the year ahead, the Chief Investment Office's preference is for rotation toward cyclicals and more value-oriented areas, including small caps, with the expectation that the long-duration, high-growth areas with little-to-no profit come under continued pressure.
“For 2022, we expect a “grind-it-out” market environment in which valuations could remain flat or slightly decline but with profit growth to supersede this and Equity out performance to continue.”

SOCIAL SECURITY ADMINISTRATION, 2017

All recommendations must be considered in the context of an individual investor's goals, time horizon, liquidity needs and risk tolerance. Not all recommendations will be in the best interest of all investors.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.