WHILE concerns of inflation, monetary policy and a possible recession continue from the previous quarter into the fourth quarter of 2023, an important variable has changed: The economic cycle is further along, with the game clock running down.
A winning investment strategy in this environment calls for getting off the sidelines and positioning portfolios for attractive late-cycle opportunities while they’re still in play. Fortunately, investors still looking to transition from benchwarmer to potential benchmark-beater still have time to get their head – and their portfolio – in the game.
Over the summer and leading up to the US Federal Reserve’s decision to hold rates steady in September,...
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