Tactical asset allocation funds have an unusually high mortality rate: ... and inflation-sensitive assets and also makes tactical shifts based on AQR’s models for value, momentum, quality, ...

Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term ...

There are so many schools of investment management that it can be tough for people to decide among them. For instance, there’s the one camp that advises a simple approach — strategic asset ...

In our early days, we were helped by long-time bloggers such as Meb Faber and Tadas Viskanta, so we try and return the favor. One of our favorite research blogs to hit the scene is from Corey ...

Managing risk via tactical asset allocation ... All the models start with the same allocation. The chart below compares the results for the three strategies and a buy-and-hold portfolio.

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 ...

When compared against the average fund in the moderate-allocation category, tactical asset-allocation funds have lagged by more than 2 percentage points per year, on average, over the past five years.

Anderson’s continued interest and research on financial markets with an emphasis on asset allocation eventually led him to author a book about forecasting called Market Timing Models, published ...

BOSTON-A chorus of revolutionaries convinced that traditional, growth, value and blend style-dominated asset allocation needs to be replaced by strategic, tactical allocation was quite vocal at ...

Most long-term approaches to investing, like tactical asset allocation or factor investing, are designed to trade infrequently, generally once a month or once a quarter. While we don’t (yet ...

[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 ...