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CFA Level 2
Portfolio Management

Understanding Tactical Asset Allocation

Very Easy Asset Allocation Tactical Asset Allocation

John is a portfolio manager who believes that based on the current economic climate and market conditions, he should adjust the asset allocation in his portfolio temporarily. He aims to increase his exposure to equities while decreasing his allocation to bonds to take advantage of expected short-term gains in the stock market. This strategic approach to reallocating assets based on short-term market forecasts is known as:

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