Allspring Index Asset Allocation Fund underperformed its benchmark, the Index Asset Allocation Blended Index, during Q4. Read ...

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 ...

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 ...

Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...

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 ...

When building an investment portfolio, choosing between a strategic vs. tactical asset allocation is a big decision. But which is right for your investments? The answer depends on your unique ...

This year has provided the ideal climate for tactical-allocation funds. Unlike strategic-allocation funds, which hold their positions through thick and thin, tactical funds hope to dodge bear markets.

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

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 ...