Adrian Helfert

Senior Vice President, Director of Mulit-Asset Portfolios at Westwood Holdings Group
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  • Recent upbeat data shows the housing market is stabilizing. But behind the positive trend lies an alarming reality: right now there is more government-backed housing debt than at any other point in U.S. History and taxpayers are on the hook for most of the risk. Adrian Helfert, Westwood Director of Multi-asset Portfolios, joined Yahoo Finance's On The Move to discuss.

  • Adrian Helfert, director of multi-asset portfolios at Westwood Holdings Group in Dallas, has grown bullish on homebuilders, which are positioned within the consumer discretionary sector. The industry is likely to benefit from low unemployment and low inflation, he said.

  • We anticipate positive, moderating growth in the U.S., well supported by robust labor markets and the effects of fiscal stimulus. That said, trade war concerns, accommodative policy and election rhetoric, plus the late market cycle position, strongly suggest a shift in market conditions as we look ahead to 2020. “Our Sensible Fees™ approach enables investors to pay significantly lower fees during periods of negative or underperformance which helps them handle the cyclicality inherent in active management while realizing better net long-term returns relative to funds with high, fixed expense ratios.

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