Date: August 2018

2 posts in August 2018


Which sectors are defensive?

As the current recovery ages and trade tensions garner headlines, a money manager’s thoughts turn to defensive sectors.  But how have the defensive sectors actually done in recent recessions? We examine the record in this post. For an investment manager, there is an obvious appeal in knowing how sectors of the economy perform in recessions…

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August update on the US economy

Our proprietary Astor Economic Index® is still showing strong growth in the US economy. The index is currently at near top of the fairly narrow range it has been in during 2018. The labor market continues to add more jobs than is required to keep up with the natural growth of population.  We can see…

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