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Tactical Equity Asset Allocation

A classic tactical asset allocation tool bolstered by our proprietary models.

Our Tactical Equity Asset Allocation is an explicit recommendation on the outlook for the S&P500 Index on a one to four month time horizon. The recommendation is based on our suite of medium-term quantitative risk appetite models and our analysis of the global economic cycle. When markets move rapidly we publish intra month Longview Alerts to supplement the view expressed in the recommendation. The performance of the recommendations is measured and published.

Report frequency: Monthly (average 12 reports per year)

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Recent publications:

Tactical Equity Asset Allocation and Longview Alerts:

  • Tactical Equity Asset Allocation No 167, 5th December 2017: "Stay Tactical OW Equities"
  • Tactical Equity Asset Allocation No 166, 3rd November 2017: "Begin to Re-Instate Equity OW"
  • Tactical Equity Asset Allocation No. 165, 5th October 2017, "Pullback Risk is Heightened - Remove Tactical OW Equities Weighting"
  • Tactical Equity Asset Allocation No. 164, 5th September 2017: "Start Re-instating Tactical Equity OW "
  • Tactical Equity Asset Allocation No. 163, 5th August 2017: "Remove Tactical OW "
  • Tactical Equity Asset Allocation No. 162, 7th July 2017: "Keep Tactically LONG Equities"
  • Tactical Equity Asset Allocation No. 161, 6th June 2017, "Stay Tactically OW Equities – Models Onside"'
  • Tactical Equity Asset Allocation No. 160, 3rd May 2017, "Stay OW – Equity Uptrend Ongoing''
  • Tactical Equity Asset Allocation No. 159, 4th April 2017, "Equities – it’s all about Bonds! a.k.a. Keep BUILDing Tactical Equity OW Weightings''
  • Tactical Equity Asset Allocation No. 158, 3rd March 2017, "Begin to Re-instate OW ''
  • Tactical Equity Asset Allocation No. 157, 3rd February 2017, "Market Setback Likely ''
  • Tactical Equity Asset Allocation No. 156, 5th January 2017, "Political Risk High - Remove Tactical Equities OW (Move NEUTRAL) ''
  • Tactical Equity Asset Allocation No. 155, 6th December 2016, "Models on SELL – Despite that retain Modest tactical OW) ''
  • Tactical Equity Asset Allocation No. 154, 3rd November 2016, "Keep BUILDing OW Equity Positions) ''
  • Tactical Equity Asset Allocation No. 153, 6th October 2016, "From UW to OW Equities (tactically) ''
  • Tactical Equity Asset Allocation No. 152, 6th September 2016, "Increase UW: Rare 'SKEW-VIX' Signal"
  • Tactical Equity Asset Allocation No. 151, 3rd August 2016: "Move Further UW Equities"
  • Tactical Equity Asset Allocation No. 150, 6th July 2016: "Position Cautiously"
  • Tactical Equity Asset Allocation No. 149, 3rd June 2016: "Six Key Reasons for Caution"
  • Tactical Equity Asset Allocation No. 148, 4th May 2016: "Market Timing Models - Clear SELL Message"
  • Tactical Equity Asset Allocation No. 147, 5th April 2016: "The Message of the Banks"
  • Tactical Equity Asset Allocation No. 146, 3rd March 2016: "Relief Rally Ongoing (for now)"
  • Tactical Equity Asset Allocation No. 145, 3rd February 2016: "Relief Rally Ongoing"
  • Longview Alert No. 36, 21st January 2016: "Move Tactically OW - Local Low Anticipated" 
  • Tactical Equity Asset Allocation No. 144, 6th January 2016: "Equities in Bear Market - Rising Risk of Relief Rally"