Strong vs. Healthy
Which Would You Prefer When Diagnosing the State of the Economy?
Author: David Lovell, Managing Director – Head of Marketing, Swan Global Investments
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For investors, there is a big difference between the economy being strong vs healthy. A holistic diagnosis of the economy is a critical consideration when making risk mitigation and capital allocation decisions. Focusing on assessing the economy’s overall health and potential for sustained growth, versus looking at signals of “strength” that may be fleeting or limited in diagnostic value can help us see the bigger picture. Traversing the obstacles in this environment may require a reevaluated approach to portfolio construction. To achieve long-term goals, investors need to capture portfolio gains where possible to outpace persistently elevated inflation. At the same time, risk management is of utmost importance in this environment.
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