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 ...

Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...

Tactical asset allocation as an investment strategy has engendered both strong proponents and tough detractors over the years. We can see varying results when reviewing different time frames for ...

This year has provided the ideal climate for tactical-allocation funds. Unlike strategic-allocation funds, which hold their positions through thick and thin, tactical funds hope to dodge bear markets.

Asset allocation is a very important part of creating and balancing your investment portfolio. After all, it is one of the ...

CHICAGO--(BUSINESS WIRE)--Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of September 30, 2024, announced Peter ...

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

As an example of a detractor’s position, last year Morningstar wrote a highly negative piece on Tactical Asset Allocation stating, “this investment strategy is notoriously difficult to implement in ...

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 ...