Evaluating Investment Strategies in Current Economic Context

In an effort to assess the current economic climate and potential investment strategies, an investment manager examines various indicators that reflect the business cycle. The analysis finds that while GDP growth is moderately positive, unemployment rates are persistently high, and consumer spending is sluggish. Additionally, inflation is trending upwards, but manufacturing output shows signs of contraction.

Given this economic context, the investment manager is evaluating three potential strategies to align with the current business cycle. Choose the most appropriate strategy that considers the prevailing economic indicators and the potential for future growth.