Positioning Portfolios for this Cycle’s Economic Expansion

In this edition of Evergreen Chartbook, we will look at the emerging trends in the US economy, which has official entered “an expansion”. We will also dive into how we are positioning both our growth and income portfolios for this environment. 

To read previous chartbooks, visit the blog and find The Economic Recovery is Gaining Momentum (2021 Q1), The Top Charts for 2020 (2020 Q4), and 2020 Mid-Year Update (2020 Q3).

Jeff Dicks, CFA
Managing Director - Investments
To contact Jeff, email:
jdicks@evergreengavekal.com
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