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Jul 08 2021
Portfolios

Tactical Asset Allocation Portfolios - July 2021

  • Jul 8, 2021

The Leuthold Core and Global portfolios both underperformed during a strong month for equities. Their underlying stock exposure lagged amid the reversal of interest rates and growth outperformance. 

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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