As an investment manager for a balanced mutual fund, you are considering the implications of implementing a Tactical Asset Allocation (TAA) strategy. The fundamental premise behind TAA is to adjust the asset allocation based on short-term market forecasts and economic indicators to improve the overall risk-return profile of the portfolio.

Given the current economic landscape, where interest rates are expected to rise in the short term due to inflationary pressures, you are evaluating the potential effects on various asset classes.

Which of the following actions would be most appropriate if your goal is to take advantage of the anticipated market change?