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How Well Do Tactical Asset Allocations In Rising Interest Rates
19Nov

How Well Do Tactical Asset Allocations In Rising Interest Rates

Tactical Asset Allocation seeks to maximise returns while minimising losses. Most strategies are designed to…

Why Isn’t Momentum Investing More Popular?
25Nov

Why Isn’t Momentum Investing More Popular?

Like indexing with the onset of exchange-traded funds, it takes a while for research to…

About Benchmarks
25Oct

About Benchmarks

The de facto standard in asset management is the famous 60/40 (60% US stocks, 40%…

Browse our blog archive for a treasure trove of insights, tips, and inspiration to fuel your financial journey.

By design, most momentum investing strategies trade once a month. Short-term market movements are often little more than noise, and attempting to capture every market up and down can be a futile exercise—at least for systematic investment strategies. That said, some successful trading strategies are specifically designed to capture short-term...

In my earlier years, I had a lot of fun with “False Profits?”. False Profits is just a little pun as in “false prophets”. I would point out forecasts that appeared in the financial media and then compare them to the “quite different” reality that followed. The goal was to...

Momentum Investing is a Tactical Asset Allocation using trend following and other systematic approaches, like seasonality and mean reversion, offering the potential for higher returns with less risk than buy-and-hold investing. Another benefit of a systematic, rules-based approach is that they can keep investors and asset managers from being swayed...