WestEnd Advisors' White Papers provide an in depth examination of key investment and economic issues.

INVESTMENT PERSPECTIVES

The Importance of Sector Allocations
The fundamental differences in companies across economic Sectors produces significant variability in Sector returns, which in turn makes Sector allocations the most important driver of performance for fully-invested portfolios.

 

ECONOMIC PERSPECTIVES

The Misunderstood U.S. Consumer
Consumer spending is the largest driver of the U.S. economy as it accounts for approximately 70% of GDP. There is an abundance of data that tracks consumer activity, but the difficulty for investors is to determine what economic data to focus on in their analysis.