We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

Today’s takeaway is…

Better asset allocation

The decision to make a tactical adjustment to asset allocation is based on variables, indicators and inputs that fall into four main categories:

  • The macroeconomic picture
  • Bottom-up fundamentals of different asset classes
  • Valuations
  • Investor sentiment

Want the details? Read: Tactical asset allocation