Navigating shifting markets with tactical asset allocation

Tactical asset allocation (TAA) involves adjusting a portfolio's asset allocation in response to market conditions and return expectations. Unlike strategic asset allocation, which sets long-term targets, TAA focuses on short- to medium-term shifts, allowing for over- or under-weighting of regions, sectors, or assets based on current market insights. This approach helps manage risks and capitalise on market opportunities. Learn how TAA can refine your investment strategy and how they can shape a portfolio’s performance and resilience under shifting market conditions.