ETFs, STRATEGIES

John Davi

CEO and CIO,

Astoria Portfolio Advisors

About John

John Davi is the CEO & CIO of Astoria Portfolio Advisor. He has over 25 years of experience spanning across macro ETF strategy, quantitative research, and portfolio construction. Before starting Astoria, Mr. Davi was the head of Morgan Stanley's Institutional ETF Content and advised many of the world's largest hedge funds and asset managers on ETF portfolio construction. He published hundreds of reports in his research career across a variety of topics from ETFs, indices, futures, and structured products.

John's Videos

Why Are We Bullish? Better Margins, Earnings Recovery, and an Accommodative Fed

We are the most constructive we have been in two years. Why? In the past two years, investors dealt with rampant inflation, rapid fed rate hikes, negative real rates, corporations tightening their balance sheets dealing with wage increases, a pending recession, and an EPS recession. That’s now changed. So far in 2024, we are experiencing stronger economic growth, positive real rates, potential rate cuts, lower rates to help ease funding pressure and potential changes in market leadership. We have a good setup for stocks with an anticipated soft landing, accelerated growth, and sticking inflation.

John Davi

ECONOMICS

25:20

How to Build an ETF Model Portfolio

Will inflation come down? Is a recession coming? When will the bear market end? John Davi, founder, CEO, and CIO of Astoria Portfolio Advisors will explore all these topics and provide valuable insights on how to best navigate the storm. He will also explain Astoria's portfolio construction process and how Astoria is currently positioning its ETF model portfolios.

John Davi

ETFs

32:25

Top 10 ETFs for a NEW Market Regime

It's a new inflation and interest rate regime - and that means you need new investment strategies to survive and thrive. In this presentation, John Davi of Astoria Advisors will share his top 10 ETF ideas for an environment of higher short-term interest rates and higher inflation. The next decade will NOT see the same winners as the previous regime. So, don't get caught looking in the rear-view mirror when it comes to your portfolio!

John Davi

ETFs

29:16