This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Increased equity exposure in tactical assetallocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical AssetAllocation Committee (STAAC) changed its recommended assetallocation for July, shifting from core bonds to small cap equities.
The Strategic and Tactical AssetAllocation Committee (STAAC) made no changes to its recommended assetallocation for August. Securities and advisory services offered through LPL Financial (LPL), a registered investmentadvisor and broker/dealer (member FINRA/SIPC). We could see a retest of 3.5%
Assetallocation does not ensure a profit or protect against a loss. Securities and advisory services offered through LPL Financial (LPL), a registered investmentadvisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
The LPL Research Strategic and Tactical AssetAllocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).
Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Insurance products are offered through LPL or its licensed affiliates.
However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical assetallocation perspective. Diversification does not protect against market risk.
The Strategic and Tactical AssetAllocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Securities and advisory services offered through LPL Financial (LPL), a registered investmentadvisor and broker/dealer (member FINRA/SIPC).
The Strategic and Tactical AssetAllocation Committee (STAAC) upgraded its view of duration to neutral. Securities and advisory services offered through LPL Financial (LPL), a registered investmentadvisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
The Strategic and Tactical AssetAllocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Securities and advisory services offered through LPL Financial (LPL), a registered investmentadvisor and broker/dealer (member FINRA/SIPC).
The LPL Research Strategic and Tactical AssetAllocation Committee (STAAC) recommends a slight overweight allocation to equities, favors value over growth, small caps over large caps, and the energy, healthcare, and industrials sectors. Insurance products are offered through LPL or its licensed affiliates.
The LPL Research Strategic & Tactical AssetAllocation Committee (STAAC) continues to hold a cautious view and an underweight to the S&P 500 consumer discretionary sector, from an assetallocation perspective. Insurance products are offered through LPL or its licensed affiliates.
LPL’s Strategic and Tactical AssetAllocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. Assetallocation does not ensure a profit or protect against a loss. Insurance products are offered through LPL or its licensed affiliates.
One equity market debate discussed frequently in the LPL Research Strategic & Tactical AssetAllocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. The LPL Research STAAC continues to favor a tilt toward value from an assetallocation perspective.
Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical AssetAllocation Committee (STAAC) at LPL Research. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).
A Fed pause is likely coming soon, if it’s not already here, as inflation continues to ease, supporting the case for staying fully invested. LPL’s Strategic and Tactical AssetAllocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash.
And on the assetallocation side, the team’s preference for value stocks throughout the year turned out to be a win. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
We maintain our preference for equities over fixed income and cash in our recommended tactical assetallocation. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term assetallocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.
2 It is reasonable to assume a portion of that trading activity represented assetallocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. UNITED STATES: Dimensional Fund Advisors LP is an investmentadvisor registered with the Securities and Exchange Commission.
Daily portfolio management can spare investors from such style drift by rebalancing portfolios incrementally over time, keeping them focused on the targeted assetallocation and putting investors in a better position to capture higher returns. Dimensional Japan Ltd., and Dimensional Hong Kong Limited.
The report examined the results of two types of funds7, each holding a mix of stocks and bonds: Balanced: Minimal change in allocation to stocks. Tactical AssetAllocation: Periodic shifts in allocation to stocks. Arnott, “Tactical AssetAllocation: Don’t Try This at Home,” Morningstar, September 20, 2021.
For more risk-tolerant investors or investors with neutral positioning, we would consider increasing equity allocations slightly, as the LPL Research Strategic and Tactical AssetAllocation Committee (STAAC) has done in July as more evidence that the market’s bottoming process is progressing has emerged. IMPORTANT DISCLOSURES.
Barry Gilbert , PhD, CFA, AssetAllocation Strategist, LPL Financial. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Our best advice: Just go and vote.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content