Current Investment Strategy and Themes

• After the 20% equity decline, July’s upward bounce does NOT indicate its all-clear to re-risk portfolios. Whether an equity or bond position, the portfolio guideline is lower volatility, higher quality characteristics.

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Current Investment Strategy and Themes

• Sharp drops in bond and stocks prices do not signal its time to begin to take risk for the next growth cycle. Instead, the economic and interest rate cycle signals a
  further need to reduce to levels of total portfolio risk.

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Current Investment Strategy and Themes

• Traditional stocks and bond asset classes remain in a low return expectation environment.
• Strategies within stocks and bonds need to focus on protection and diversification.

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Current Investment Strategy and Themes

• All asset classes are acting like high-risk assets, safety is hard to find.
• The transition to a monetary tightening policy and higher rates hurts stocks AND bonds.

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