StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: interest rate expectations

Skate Where the Puck’s Going, Not Where It’s Been

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Dec 13, 2018

Chief Conclusion Markets are rightly focused on the future, on where the puck is going, not on where the puck has been. We try to direct our portfolios to where the puck is going through our discipline of a proactive asset allocation. As we get deeper into the cycle, our equity hedges in US Treasury...