Beacon Outlook

Macroeconomic Risk-Responsive Strategy
Data-Driven, Economically Tuned and Responsive

Navigate changing economic conditions with confidence.

Align investment decision with measurable economic shifts, not headlines or investor sentiment.


Strategy Mechanics

  • Macroeconomic Trend Analysis

    Uses a variety of data to gauge U.S. economic strength based on the Beacon Economic Index.

  • Clear Signal, Clear Action

    Shifts between growth and defensive positioning based on prevailing conditions.

  • Adaptive Model Response

    Allocations adjust as conditions evolve—no predictions, just disciplined response to data.

Solutions Under Beacon Outlook™

  • Dynamic Allocation Model: Risk management through systematic macroeconomic response
  • Enhanced Income Model: Multi-sector allocation that actively manages fixed-income risk