Sectors linked to economic growth such as banking, capital goods, and consumer discretionary typically do well when the ...

Making sense of the economy requires more than just tracking the latest data—it demands a framework for connecting the dots. The good news is that the economy doesn’t move in random spurts—it follows ...

Business cycle investing offers a dynamic approach, shifting sectors and caps to align with economic phases. It provides ...

Forbes contributors publish independent expert analyses and insights. I identify the pure investment merit of assets with a macro lens. Oct 01, 2025, 11:19am EDT Americans have always trusted the ...

The IMFL ETF dynamically adjusts its factor weightings depending on the economic cycle. With poor economic prospects, the fund is currently defensively positioned with a focus on High Quality and Low ...

Economic cycles are a fundamental aspect of the financial landscape, influencing everything from job markets to personal investments. These cycles typically consist of three phases: expansion, ...

The banking industry performed exceptionally well during the strong economic expansion of the past five years. Strong demand for loans and banking services and the strong supply of quality customers ...

The way this business cycle likely ends was finally visible in the corporate earnings reports released in the last few days. It’s not about a downturn in growth due to waning consumer demand, though ...