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. 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. 161, 7th July 2017: "Keep Tactically LONG Equities"
  • 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!"
  • 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)"