Independent Strategy

Moving along the Saw Tooth

The Saw Tooth recovery created by the pandemic generates demand at different rates in different areas at different times. This creates a number of challenges for investors. The Saw Tooth means many sectors, including those that fared well during the pandemic, will start to show negative growth, even as the economy overall continues to grow. This has big implications for asset class performance with the neglected late in the Saw Tooth cycle segments likely to outperform more perfectly-priced winners.

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