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QDIV - Anti?Goldilocks: Key Takeaways From The Cyclical Outlook
Global X S&P 500 Quality Dividend
Russia’s invasion of Ukraine, the sanctions response, and the gyrations in commodity markets cast an even thicker layer of uncertainty on what already was an uncertain economic and financial market outlook before the onset of this horrific war.
Despite the many unknowns, we draw five main conclusions regarding the cyclical 6- to 12-month outlook that we think are most relevant for investors at this stage.
We expect to be broadly neutral on overall equity beta risk in our asset allocation portfolios.