The S&P 500 seasonal pattern is bullish into year end, and has been positive 4 of the 5 previous election cycles with 2008 the bearish exception.
Tactical Tuesday Sector Report: Seasonality is Bullish into Year-End Read More »
Typically, we’ve used this serial to highlight overbought and oversold conditions on sector funds, thematic funds, macro indices and individual stocks to highlight short-term dislocations that we think investors can take advantage of. We wanted to switch gears to focus on longer-term themes that have alpha generating implications for equity and blended strategies. While themes
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