Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

Regular AAC (Asset Allocation Composite), SAA and TAA portfolios are always rebalanced on the first trading day of a month. the next re-balance will be on Friday July 1, 2022. 

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Sector Rotation In A Rising Rate Environment

As we stated in the previous newsletter May 9, 2022: The Secular Market Cycle Change, we believe that economy and financial markets are entering a new long term secular cycle that features rising interest rates and high inflation. This would entail a different investment regime that’s different from the one in the past 40 years.

Of course, we also would quickly add that such a secular cycle switch doesn’t happen overnight — it might take a year or two. However, investors should start to be prepared for this. 

In this newsletter, we want to bring our readers’ attention to sector rotation that has begun to do well in the recent market rout and discuss why sector and industry rotation might become more effective in the new environment. 

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