Asset allocation refers to how you divide up your money among different assets, such as stocks, bonds and cash. Most investors follow a long-term approach called strategic asset allocation, which ...

Ending coverage of our Tactical Asset Allocation experiment. While we still ended up with a positive return, our 4-month lookback period was devastated by the recent whipsaws. Two alternative ETFs are ...

The core advice revolves around maintaining discipline, aligning moves and calls to the long-term goals, and only making ...

Arrow Funds and Dorsey Wright & Associates have announced a series of educational workshops for financial advisors on tactical investing. The “Strategies for Success Utilizing Tactical Asset ...

Hampshire Pension Fund has created a new tactical asset allocation portfolio funded from reserves that were temporarily invested in equities. Schemes have increasingly been using these structures to ...

In this role, Wilke will lead a team of analysts conducting the global macroeconomic research that drives NTAM’s investment views on market-moving factors including growth, inflation, and economic ...

Specialised Investment Funds (SIFs) are emerging as a dynamic new category, offering investors the flexibility of portfolio ...

Little Harbor Advisors, a boutique investment firm with a focus on alternative, tactical, and risk-responsive strategies, celebrates the five-year anniversary of its LHA Market State™ Tactical Beta ...

Advisors might be sorely disappointed with tactical investment managers who use valuation measures to reduce or increase equity exposure, according to asset-allocation guru Roger Gibson. Gibson, ...

In recent weeks, we’ve written several articles about how a strategy of doing nothing—eschewing trading and letting investments ride—would have fared. To sum up, we found a do-nothing strategy would ...

On Jan. 21, 2025, BlackRock announced that Michael Pensky, a portfolio manager on the firm's global tactical asset allocation team, and Peter Tsang, a member of the multi-asset strategies and ...