Don’t Let the Election — And Market Uncertainty — Upend Your Portfolio

CNBC, Oct. 24, 2016
In their book “Invest with the Fed: Maximizing portfolio performance by following Federal Reserve policy,” Johnson and his co-authors, Gerald Jensen of Creighton University and Luis Garcia-Feijoo of Florida Atlantic University, found that defensive stocks performed much better than cyclical stocks when the Fed raised rates, as is likely over the next year or so.
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