Bull market has longer to run

Genevieve Signoret

Equity

We think that the bull market has longer to run so are overweight equity relative to our neutral position of 0% for short-term (6–24-month) model[1] and client portfolios, 40% for medium-term (2–5-year) portfolios, and 60% for long-term (5+-year) ones.

We have revised our strategies for the equity portions of all our portfolios. For details, see this week’s Letter for the President: “Revised portfolio strategies”.

[1] Read descriptions of these portfolios here. Clients receive details on their composition in addition to individualized strategies and portfolio management services. To request more information, please write to patrimonial@transeconomics.com.