I also remember the 70s
where tactical asset allocation returned, as well as gold bugs and other tangential market participants.
Not exact matches
A sector rotation approach is similar to
tactical asset allocation,
where investors will allocate their funds to those
asset classes which they believe will outperform in the relative short term.
Apparently we were in a new era
where active investing,
tactical asset allocation and alternative
asset classes would rule the day.
But there are instances in this evolutionary process
where that conventional approach must be eschewed in favor of a proactive and
tactical strategy that identifies and positions exclusively in positively convex
assets with favorable prospective risk - adjusted returns.
Lorne is a Vice President and Senior Portfolio Manager with the Investment Solutions Group
where he specializes in investment strategy for the group and the development and enhancement of the quantitative and fundamental
tactical asset allocation process.