The sector rotation strategy is an investment approach that has gained popularity in recent years, which involves shifting investments between different sectors of the economy to take advantage of the…
The Strategy outperformed the market in 2022 increasing by 2.6%, while the S&P 500 dropped by 18.1%. Despite the bear market, our Tactical Sector Rotation Strategy, which works on identifying the shift…
Our US Large Cap Equity Strategy has been underperforming the S&P 500 TR over the last two years. The underperformance coincides with two significant events: Inclusion of a qualitative overlay in 2021…
The S&P 500 has been experiencing increased volatility since the beginning of 2022 and has recently entered a bear market. Many analysts believe that investors shifted their holdings to defensive…
Financials, energy, and industrials are currently the favored sectors in our Factor-Based Tactical Sector Rotation Strategy. Those sectors were chosen based on our business cycle, measured by the year…
A reader shared external research stating that the high-yield spread might be one of the best macroeconomic indicators for tactically shifting between various asset classes ETFs depending…
Portfolio managers are always looking for strategies to maximize returns while controlling the downside risk of their portfolios. ETFs are great for gaining exposure to various markets and sectors while…
With all those discussions on the great sector rotation to cyclicals, I thought it would be a good idea to update a sector rotation strategy I created eight years ago. Surprisingly, the strategy is still generating…
With interest rates reaching an all-time low of 0.25% in March, they either are going to remain low or creep up in the years ahead. As the risk-free rate increases, investors are more inclined to sell high…
