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Feb 42 min read
Astoria Portfolio Advisors Crosses $2B Milestone
Astoria Portfolio Advisors announced today that its assets under management and advisement surpassed $2 billion as of January 2025....
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Jan 242 min read
Astoria Portfolio Advisors Adds Senior Leadership With ETF Industry Veteran Bruce Lavine
Astoria Portfolio Advisors announces that Bruce Lavine has joined as Head of ETFs and Chief Operating Officer. Mr. Lavine has over 30...
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Sep 15, 20245 min read
CIO Thoughts: Be careful what you wish for. A 50bps cut would imply a recession and potentially a significant downturn for the S&P 500.
The probability of a 50bps rate cut has steadily increased over the past week (it is 63% as of today). The Fed has only cut 50bps in a...
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Aug 5, 20244 min read
How did we get here, and what's the path forward?
Where are we? Powell’s presser not acknowledging a potential for a 50bps cut + BOJ surprise hike + poor ISM + Poor NFP + liquidity in...
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Jul 29, 20242 min read
CIO Thoughts: Small Caps are the Second Most Negatively Correlated to Large Caps in History
As you probably know, Astoria has been vocal about diversifying away from market cap-weighted indices for many years now. We have...
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Jul 29, 20243 min read
CIO Thoughts: The Interest Rate Cycle Trumps the Political Cycle. Will ‘The Great Rotation’ Last?
As we have seen, there has been a sizable rotation out of growth and into value-centric assets since Thursday, July 11. Our thoughts: The...
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Jul 28, 20243 min read
CIO Thoughts: Is the Great Rotation under attack, given bad news is back to being bad news?
Don’t get myopic and lose sight of the big picture. We had a 10-year period where investor portfolios were dominated by mega-cap, US...
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Jun 26, 20244 min read
CIO Thoughts: The S&P 500 is Up 34% Since October 27. Now What?
The markets are experiencing a growth scare, which we believe is validated by tight monetary policy and weaker macro data (i.e.,...
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May 28, 20243 min read
We Are Still Bullish
Last December, we put out our year-ahead outlook; we provided a roadmap explaining why we were the most constructive we had been in...
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May 11, 20245 min read
Bad News is Back to Being Good News - Astoria Advisors on CNBC ETF Edge
In the ever-evolving landscape of finance, understanding market dynamics is paramount. At Astoria, we continually monitor trends to...
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Mar 27, 20243 min read
CIO Thoughts: Better Margins, Earnings Recovery, and an Accommodative Fed
Astoria has been constructive since the rate of inflation materially fell, and earnings troughed last year. Recall that we began using...
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Mar 12, 20245 min read
2024 Has Marked a Pivot of Economic Conditions that Investors Should Consider
Source: Wix Media 2024 has marked a pivot of economic conditions that investors should consider. Over the past two years, we saw rampant...
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Feb 6, 20243 min read
The Economy is Stronger than Anyone Expected
Source: skodonnell Good morning, Wow, what a day for economic data on Friday. Payrolls expanded by 353K, twice as much as economists...
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Jan 31, 20243 min read
CIO Thoughts: Are We Experiencing an AI Bubble?
Source: BlackJack3D Good morning, The left chart, courtesy of JP Morgan, shows the stock concentration in the S&P 500 since the 1960s. ...
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Jan 10, 20244 min read
CIO Thoughts: Should You Buy a Bitcoin ETF?
Source: Pixabay Should You Buy a Bitcoin ETF? Astoria has followed Bitcoin, doing research since 2018. On January 9, 2018, when Bitcoin...
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Dec 5, 20232 min read
CIO Thoughts: Don't Wait Too Long
If you wait for all of your indicators to turn positive, you will miss the rally (as most did in November when the S&P 500 rallied 9%)....
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Nov 21, 20235 min read
CIO Thoughts: Inflation is Down but Not Out – How to Prepare Your Portfolio
Astoria recently paticipated in a webinar discussing inflation (click here to watch the full recording). The content in this blog was...
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Nov 3, 20234 min read
CIO Thoughts: Navigating Market Shifts – Insights from Astoria
Astoria's ETF Portfolio Adjustments Over the past year, we have made significant adjustments to our ETF Model Portfolios, strategically...
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Oct 25, 20233 min read
What Makes the S&P 500 so Expensive?
In Astoria’s recent research piece, “Once in a Decade Opportunity to Diversify Away From the ‘Magnificent Seven,’” from Nicholas Cerbone,...
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Sep 18, 202318 min read
The Case for Quality
Astoria's US High Quality Strategy Equal-weight your core US equity exposure with 100 of the highest quality large and mid-cap companies....
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