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Q2: Late Cycle Asset Allocation Choices

In this report, we discuss the challenges associated with making good asset allocation choices late in the business cycle when investors start to get skittish and growth slows. We also discuss how various “tilts” have fared recently, including our structural tilt toward value versus growth and smaller companies versus larger companies.

Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings is the founder of Artemis Advisors. As CEO, she sets the firm’s overall direction and its investment strategy.

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