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Authors:
Mark Lynch

Portfolio Manager and Global Industry Analyst

Brian Garvey

Multi-Asset Portfolio Manager

Saul Henry, CFA

Investment Director

Publication date: 2017 10 月

Evolve your tactical asset allocation by redefining TAA

Portfolio policy | Appears in: Multi-asset, Constructive thinking on active allocations, Opportunistic, Asset allocation

We could be in exactly the type of market environment that is conducive for asset allocation strategies, and the performance and diversification benefits they offer. The key to successful TAA investing in our opinion is to evolve the definition of TAA from tactical asset allocation to include “Thematic, Asymmetric, and Alternative.”