Our Tactical Equity Asset Allocation is an explicit recommendation on the outlook for the S&P500 Index on a one to six month horizon. The recommendation is based on our suite of medium-term quantiative risk appetite models and our analysis of the global economic cycle. When market move rapidly we publish 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)

Recent publications:

Tactical Equity Asset Allocation and Longview Alerts:

  • 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"