Astoria Portfolio Advisors
With New Risks Surfacing, How Should Investors Position Portfolios in 2025?
US equities were up notably in 2024, due to a strong economy, accelerating earnings growth, US election results, and AI/mega-cap strength.
Valuations Have Richened, But Areas Outside of Large-Caps Remain Attractive
There are not many attractive opportunities in the US large-cap space. History suggests the market is overdue for a correction.
Special Report: Astoria’s 10 ETFs for 2025
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
Market Broadens Amid China & Fed Policy Actions. Play the Rotation While Barbelling Your Portfolio
Market participation broadened beyond technology stocks during the third quarter.
Fed Rate Cuts Give Higher Probability of the Great Rotation Occurring
Despite pullbacks and elevated volatility in the earlier days of the month, major equity indices were up in August.
Not All Quality ETFs are Created Equal
This isn't the time in the cycle to take excessive risk. The easy money has already been made. Astoria's 2019 playbook is as follows: late cycle economic forces + desynchronized global growth + a deteriorating earnings cycle = the need for more defensive posturing across stocks and bonds.
