Insights

Positioning Portfolios for a Late Cycle Economy

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Different equity strategies may make sense at different times during the business cycle. Understanding the movements of the business cycle can help you have timely conversations with your clients on how they may want to position their equity allocations. Given the strong equity market returns since 2009, as we move into the late phase of the business cycle, it may be a good time to revisit current equity positions and explore more defensively positioned strategies.

Below are some areas of the market that Guggenheim believes may benefit in a late stage expansion:

Quality/Strong Balance Sheets

Defensive Sectors

Dividend Growers/Payers

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Positioning Portfolios for a Late Cycle Economy


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This material is distributed or presented for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.

 This material contains opinions of the author or speaker, but not necessarily those of Guggenheim Partners, LLC or its subsidiaries. The opinions contained herein are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.  Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. No part of this material may be reproduced or referred to in any form, without express written permission of Guggenheim Partners, LLC.

 ©2019 Guggenheim Partners, LLC. Guggenheim Investments represents the investment management business of Guggenheim Partners, LLC. Securities offered through Guggenheim Funds Distributors, LLC.

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