The terms strategic and tactical asset allocation are bandied about, sometimes interchangeably -- which is wrong. But these investment strategies are different, and research shows that there are ...

A 10-year bull run for stock markets makes a very strong case for passive, buy and hold investing. Active investing has recently become synonymous with high costs and extracting alpha from such ...

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 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 ...

The article explains how fear-driven cash hoarding and overconfidence in equities can undermine long-term investment goals, ...

1 Asset Allocation Blend Index consists of 60% MSCI All Country World Index and 40% Bloomberg U.S. Aggregate Bond Index. The MSCI All Country World Index is calculated net of foreign tax withholdings.

The terms strategic and tactical asset allocation are bandied about, sometimes interchangeably — which is wrong. But these investment strategies are different, and research shows that there are ...

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 ...

Tactical Asset Allocation had a tough year in 2018. Two things worked against tactical strategies: Major trend changes, and the fact that those changes were very rapid. At the beginning of the year, ...