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The Economic Recovery: Pushing on a String

October 12, 2010
by Jack Reynolds

Individual investors are challenged to determine when any one country’s economy will swing from economic doldrums to a period of recovery and inflation. Securities markets tend to be leading (not following) indicators of an economy’s direction, and market moves can be unexpected, brief and dramatic, witness September’s U.S. equity returns. Accordingly, it may be more productive to maintain a long-term asset allocation with marginal under/over-weights to express your economic views, rather than making huge portfolio adjustments striving to take advantage of out-guessing economic trends.

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