Cyclicals Lead, Advisers Weigh Portfolio Shifts

logo_wsjAdrian Cronje, Balentine’s Chief Investment Officer, shared thoughts on portfolio shifts with the Wall Street Journal in the article, “Cyclicals Lead, Advisers Weigh Portfolio Shifts.

From “Cyclicals Lead, Advisers Weigh Portfolio Shifts,” in the May 20 edition of the Wall Street Journal: “Mr. Cronje has taken steps to trade against that instinct. At the end of 2012, at the beginning of this year and again recently, Balentine lowered its allocation to the market’s traditional growth sectors and increased exposure to value stocks. The portfolios now have ‘a pretty chunky weight’ in cyclicals and a low weighting in consumer staples, he said.”

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