Astoria Portfolio Advisors: Are We Still Bullish?

Astoria Portfolio Advisors outlined our pro-growth, cyclical bias in our July and August Macro Insights. We remain constructive given (1) earnings globally remain upward trajectory (2) financial conditions remain very loose (3) realized inflation remains subdued (4) central banks remain accommodative. In this month’s Macro Insights, we discuss the solutions and characteristics of our Multi Asset Risk Allocation Model Portfolio. [dalio] Also read: Q2/H1 Hedge Fund Letters – Conferences, Calls, And More Fund of funds Business Keeps Dying Baupost Letter Points To Concern Over Risk Parity, Systematic Strategies During Crisis AI Hedge Fund Robots Beating Their Human Masters Astoria Portfolio…