How to invest in sectors using the business cycle
โพสต์แล้ว: เสาร์ ส.ค. 24, 2013 10:24 am
How to invest in sectors using the business cycle
Use economic signals to see what sectors may shine at what turn in the business cycle.
By Lisa Emsbo-Mattingly, Director; Dirk Hofschire, CFA, SVP; and Miles Betro, CFA, Analyst, of Fidelity Asset Allocation Research,
Fidelity Viewpoints
– 06/11/2013
At any given time, asset price fluctuations are driven by a confluence of various short-, intermediate-, and long-term factors. For this reason, adopting a comprehensive asset allocation framework that analyzes underlying factors and trends among the following three temporal segments can be an effective approach: tactical (one to 12 months), business cycle (six months to five years), and secular (five to 30 years).
https://www.fidelity.com/viewpoints/how ... ness-cycle
Use economic signals to see what sectors may shine at what turn in the business cycle.
By Lisa Emsbo-Mattingly, Director; Dirk Hofschire, CFA, SVP; and Miles Betro, CFA, Analyst, of Fidelity Asset Allocation Research,
Fidelity Viewpoints
– 06/11/2013
At any given time, asset price fluctuations are driven by a confluence of various short-, intermediate-, and long-term factors. For this reason, adopting a comprehensive asset allocation framework that analyzes underlying factors and trends among the following three temporal segments can be an effective approach: tactical (one to 12 months), business cycle (six months to five years), and secular (five to 30 years).
https://www.fidelity.com/viewpoints/how ... ness-cycle