Equity flows still steady despite lower earnings ahead.
Credit downgrades continue in less than investment grade
debt.
Global growth is slowing and potential gray swans include
a central bank mis-step, U.S. – Chinese trade war & an
over-inflated Collateralized Loan Obligations (CLO) market.
We recommend positioning portfolios in a diverse mix of
equity, credits & alternative investments that benefit in
the later stages of the economic cycle.
Mar
Quarterly Update – February 2019
Genesis Wealth Advisors
0 comments
Commentary
Current Investment Strategy and Themes
Credit downgrades continue in less than investment grade
debt.
a central bank mis-step, U.S. – Chinese trade war & an
over-inflated Collateralized Loan Obligations (CLO) market.
equity, credits & alternative investments that benefit in
the later stages of the economic cycle.
Tags: Avon MA Retirement Planning, Avon MA Wealth Management, Boston Retirement Planning, Boston Wealth Management, Braintree MA Retirement Planning, Braintree MA Wealth Management, Canton MA Investment Planning, Canton MA Wealth Management, Dedham MA Retirement Planning, Easton MA Retirement Planning, Easton MA Wealth Management, Foxboro MA Retirement Planning, Foxboro MA Wealth Management, Milton MA Retirement Planning, Norwood MA Retirement Planning, Randolph MA Retirement Planning, Sharon MA Investment Planning, Westwood MA Retirement PlanningMonthly Genesis Update Feb 2019