What is the Macroeconomic Strategy?
• Uses a macroeconomic factor-based screening methodology to select securities Moran Wealth Management believes will benefit from expected changes in the global economy.
• Looks at forward-looking economic variables to score companies based on where the firm’s Investment Committee believes the economy will look in the next 6 to 9 months.
• The strategy seeks to create a diversified portfolio that maintains upside potential with reduced downside volatility.