Assante Hydrostone’s blog and news updates.
September Edition of Portfolio Construction: The Case for Equities
As we entered the second half of 2021, investors were focused on three main concerns: the COVID-19 Delta variant; peak growth rates, money supply and valuations; and the easing of government subsidies.
This month we’re sharing our thoughts on why—despite these concerns—it still makes sense to overweight the equity exposure in our portfolios.
Download the full report below.
