Time to Read: 3 Minutes
In our most recent webinar titled, “Equities over bonds: Increasing Equities as Recovery Continues”, we discuss why we are favoring stocks over bonds in our portfolios as the world continues to recover from the COVID-19 global pandemic. Here are the key takeaways:
- Global economy continues to recover as vaccines are being deployed and COVID cases decline.
- Recent market weakness relieved excess optimism while maintaining positive trend.
- Unprecedented policy support warrants a risk asset approach but with an eye to the next problem.
- Stratos Private Wealth overweight equities vs bonds with a tight leash.
- Stratos Private Wealth to have conversations individually with clients on alternative portfolio options as bonds provide less stability in a reflationary environment.
We will continue to monitor our objective indicators for signs that it is time for a shift in investment strategy. Please contact Stratos Private Wealth if you have any questions or if you would like to discuss your specific situation in more detail.
Stratos Private Wealth is a division through which Stratos Wealth Partners, Ltd. markets wealth management services. Investment advisory services offered through Stratos Wealth Partners, Ltd., a registered investment adviser. Stratos Wealth Partners and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only; and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Investing involves risk including possible loss of principal. Some of the information contained herein has been obtained from third party sources which are reasonably believed to be reliable, but we cannot guarantee its accuracy or completeness. The information should not be regarded as a complete analysis of the subjects discussed.
.png?width=290&name=Website%20Asset-%20Allie%20(5).png)