Investor sentiment for developed markets has weakened, with some major indices displaying the dreaded ‘death cross.
tactical asset allocation
Commentators are divided on the outlook for equities, especially in US markets where valuations look frothy.
Central bank tightening poses a number of risks to our holdings. Here's how we are repositioning.
We are selling out now even though the shares already reflect the news, as the future is too opaque for our remit.
Global equities are historically overvalued by a wide margin, especially in the US market.
Emerging markets make up nearly a third of the Tactical Asset Allocator portfolio - here's why.
Our Tactical Asset Allocator portfolio has stormed ahead since it was launched last month, thanks mainly to its silver holding.