Astoria has been constructive since the rate of inflation materially fell, and earnings troughed last year. Recall that we began using equal-weighted strategies in our ETF-managed portfolios in August 2023. An equal-weighted strategy, by definition, is a constructive tilt. Moreover, we reiterated our constructive views in our annual year-ahead outlook published in Dec 2023, 2024: A [...] The post CIO Thoughts: Better Margins, Earnings Recovery, and an Accommodative Fed appeared first on ETF Trends .