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Phase 1
Late Stage Economic Expansion
(3-24 Months*)
Disciplined Capital
Allocation
Lean towards less risk
Active Risk
Management
Phase 2
Recession-Induced Bear market
(6-36 Months*)
Likely to be deeper and/or longer due to initial elevated valuations and historic stimulus withdrawal
Must resist temptation to "bottom fish" prematurely
Utilization of a hedging strategy is highly desirable in most cases
Phase 3
Economic Recovery & Science-Driven Prosperity
(??? Years*)
5G, IoT, AI, AR/ VR, CRISPR, etc. become more than acronyms
The cloth of human existence and experience begins to tear, but a more vibrant fabric may be woven
Position for change
*These indicative timeframes are provided as a foundation for discussion. They are not intended as specific forecasts to be used for asset allocation purposes. The future has always been unpredictable and it is likely to remain so, if not more so.
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