Copper River Advisors- Even though we continue to see a fairly broad market rally, it is important to keep in check various risks as well as continue to deploy positions and holdings tactically in a portfolio.
The attached link provides some good insight, and a short video clip from BlackRock (world’s largest asset manager) that adequately spotlights some of the current market themes.
https://www.blackrock.com/investing/insights/multi-asset-income-monthly