TAA Introduction

We introduce a framework which outlines a dynamic investment strategy using Tactical Asset Allocation (TAA) to adjust holdings in equities, bonds, commodities, and cash.

Here's a breakdown of the TAA tracker we'll be using in the coming months to adjust allocations between stocks, bonds, credit, commodities, and cash. I've analyzed TAA models from various institutions and developed my own "dashboard" to make informed decisions and allocate capital across these asset classes.

TAA is essentially a risk management approach …