“Bullish” and “bearish” are adjectives that are often used to define different types of investors. But just because someone is bullish or bearish, it is not necessarily a determinant of how they are invested. For these descriptions are not investment strategies in and of themselves. Instead, they inform how an investor is viewing and managing risk associated with their strategy and asset allocation at any given point in time. This is an important distinction, particularly as investors gather and assimilate information the current environment that has seen the return of increased volatility both to the downside and upside after a several year hiatus.
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