While a strategic asset allocation is revisited once in six months, tactical asset allocations are visited every month. Tactical calls are on an ongoing basis. Best For: Investors looking for ...

This tactical-allocation fund remains undifferentiated ... Kowalske has been with the firm since 2014 and the multi-asset group since 2018. His background in risk management should complement ...

The bond-allocation update that took place in ... including the firm’s 13-member multi-asset team. Within the multi-asset group, a tactical trading council collaborates to vet tactical trades ...

Funds can have different approaches to asset allocation, such as static allocation, tactical allocation, or dynamic allocation. Static allocation maintains a fixed ratio of assets, while tactical ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

We update Equilibrium and Baseline assumptions quarterly. We rely on shorter term catalysts—such as earnings revisions, manager positioning, market stress and momentum—to set tactical asset allocation ...

Past performance is no guarantee of future results. Investors are acquiring units or shares in a fund, and not in a given underlying asset such as building or shares of a company. Additional fees (e.g ...

L&G Asset Management suffers 2% drop in AUM, but manages to improve revenue by 4% with focus on higher-margin products ...