Sector Positioning

It’s our intent here at PWA, and the primary purpose of this blog, to (between portfolio review meetings) keep our clients abreast of the thinking behind their portfolio allocations. With that in mind, here’s a snip from an internal record which shows year-to-date returns by sector, our present target exposures, adjustments we’ve made within the past year or so, and our view of some of the prevailing and potential key themes that are most likely to either support or diminish the prospects for each going forward.

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