May 2021 / VIDEO
What Does Our Underweight to Stocks Really Mean?
Our Asset Allocation Committee recently moved to an underweight in stocks, but what does this mean for investors?
Our Asset Allocation Committee recently moved to an underweight in stocks, but what does this mean for investors? We still believe in the recovery, but we are aiming to be less vulnerable to a sell-off. We are incrementally rebalancing some money from stocks into cyclical asset classes poised to benefit as economies fully reopen.
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