Advice in Brief Comparisons to 2007 are growing. A key distinction today is that policy rates in most developed economies remain near zero. With little inflationary pressure, this cycle could last another several years. This is neither a time to be ramping up nor pulling back risk taking. It is a time for diversification, modest…

VantagePoint is a new quarterly publication from our Chief Investment Strategist summarizing C|A’s total portfolio advice. Advice in Brief Review portfolios to prepare for the prospect of continued tapering and ultimate tightening of monetary policy. Income-oriented assets that benefited the most from quantitative easing are likely to be hurt the worst as monetary policy normalizes,…