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