June Portfolio Updates: Tactical Changes
- Heather Asteriou
- Jun 12
- 1 min read
 Happy Almost Summer!
With tariffs remaining largely on hold and the tax/spending bill stalled in Congress, the resilience of the U.S. economy has been on display, with the stock market and aggregate bond market both climbing higher than where they began the year. Recent economic data has been encouraging, highlighted by a better-than-expected May jobs report and a jump in consumer confidence. Furthermore, the earnings reports of select key companies appear to have been good enough to fuel market gains. Amidst all the policy missteps, sensational headlines, and investor nervousness that overshadowed the first half of the year, the markets somehow find themselves back to where the year started.
Looking forward, there are clearly key drivers that investors will be watching closely to determine where markets go from here.
Economic data – unemployment and inflation Tariff policy – what happens in July Tax/spending bill – final version Rates, deficits, earnings, economic activity, fed, ….
For Provizr portfolios, tactical indicators once again favor Short-term Corporate bonds in the Core Bond rotation, reflecting a growing risk-appetite in the bond space, but with a cautious approach to duration.
These changes have already been performed...there is nothing for you to do! So sit back and relax knowing Provizr is working for you! 😊
Alan Brilliant Co-Founder, Provizr
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