Tag Archives: tactical asset allocation

UBS Asset Allocation – July 2013

Posted on July 13, 2013 by J.Wenger

This weekend’s reading for investors comes to us from UBS; specifically their Wealth Management Research Desk (Hat tip to BR) Per the UBS: While the recent sell-off has caught some investors off guard, we believe it is creating an opportunity … Continue reading →

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Market Insight from JP Morgan

Posted on April 3, 2012 by J.Wenger

It is that time of year again! Time for the quarterly market outlook from JP Morgan Asset Management (hat tip to B. Ritholtz for reminding me!). Each quarter, you can find this little gem of a PDF on JP Morgan’s … Continue reading →

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Bad News for Beta – Stock Correlations Soar

Posted on September 13, 2011 by J.Wenger

From the desk of Tyler Durden over at Zero Hedge: …look at the correlations between the 10 industry sectors of the S&P 500. At 97.2% average correlation, U.S. stocks are moving in lock step to a degree we haven’t seen … Continue reading →

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Tactical Asset Allocation and Secular Bear Markets

Posted on August 4, 2011 by J.Wenger

Excellent advice from B. Ritholtz: During a secular bear market, an investor’s job is to manage risk and preserve capital During a secular bull market, an investor’s job is to maximize return Before going further, a let’s review these key … Continue reading →

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