Tactical Adaptive Strategies Update Performance Adaptive Global lost 1.22% and lost .62% YTD. The position in big caps took a modest loss, the position in precious metals took a large loss as they pulled back from the recent sharp run-up, the large position in high quality bonds suffered a small loss on the pullback from … Read moreTactical Asset Allocation – September 2019
Tactical Adaptive Strategies Update Performance Adaptive Global lost 1.15% and has gained .61% YTD. Adaptive Global quickly adapted to the strong equity trend into the end of July only to be battered by big negative shift due to the trade war. The position in big caps took a modest loss while both mid-small cap equities … Read moreTactical Asset Allocation – August 2019
Tactical Adaptive Strategies Update Performance Adaptive Global gained 0.50% and 1.79% YTD. Adaptive Income gained 0.42% and 2.45% YTD. Adaptive Innovation gained 0.38% and 8.37% YTD Both Adaptive Global and Adaptive Innovation entered July weighted toward Treasuries while Adaptive Income held high yield. All had modest but firm gains for July but weakened into the … Read moreTactical Asset Allocation – July 2019
A 35+ year secular bull market in both equities and bonds began in 1982. The last cyclical bull market in equities (and to a lesser extent, bonds) began 10 years ago. Returns during these periods have been historically exceptional. Market returns for the next 10 years are highly unlikely to approach those of the past 10. In fact, there is at least some evidence that market returns have a high probability of being significantly lower and that bonds and equities (which have risen together) may actually begin working at cross purposes.
Investors should not use the statistics shown for our strategies to establish expectations of specific levels of returns or drawdowns. Investors should, however, appreciate that we believe the principles which underlie the Tactical Adaptive Global, Tactical Adaptive Income, and Tactical Adaptive Innovation Strategies are enduring enough to significantly outperform the market in the future, both in lowering risk and in improving returns.
A 35+ year secular bull market in both equities and bonds began in 1982. The last cyclical bull market in equities (and to a lesser extent, bonds) began 10 years ago. Returns during these periods have been historically exceptional. Market returns for the next 10 years are highly unlikely to approach those of the past 10. In fact, there is at least some evidence that market returns have a high probability of being significantly lower and that bonds and equities (which have risen together) may actually begin working at cross purposes.
Investors should not use the statistics shown for our strategies to establish expectations of specific levels of returns or drawdowns. Investors should, however, appreciate that we believe the principles which underlie the Tactical Adaptive Global, Tactical Adaptive Income, and Tactical Adaptive Innovation Strategies are enduring enough to significantly outperform the market in the future, both in lowering risk and in improving returns.
A 35+ year secular bull market in both equities and bonds began in 1982. The last cyclical bull market in equities (and to a lesser extent, bonds) began 10 years ago. Returns during these periods have been historically exceptional. Market returns for the next 10 years are highly unlikely to approach those of the past 10. In fact, there is at least some evidence that market returns have a high probability of being significantly lower and that bonds and equities (which have risen together) may actually begin working at cross purposes.
Investors should not use the statistics shown for our strategies to establish expectations of specific levels of returns or drawdowns. Investors should, however, appreciate that we believe the principles which underlie the Tactical Adaptive Global, Tactical Adaptive Income, and Tactical Adaptive Innovation Strategies are enduring enough to significantly outperform the market in the future, both in lowering risk and in improving returns.