Tactical Investing Podcast Series - Adviser Investments

Tactical Investing Podcast Series

July 26, 2021

Tactical investment strategies may seem confusing or complex; there are a lot of misconceptions about how they work and how they fit into a long-term investor’s portfolio. In our three-part series on tactical investing, The Adviser You Can Talk To Podcast helps break down your most pressing questions so you can decide if this disciplined, rules-based investment approach is the right strategy for you.


Making Tactical Practical: An Introduction to Tactical Investing

Director of Research Jeff DeMaso and Quantitative Investments Manager Josh Jurbala explain the terminology and provide an engaging overview of this ever-evolving investing methodology.

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A Tactical Take on High-Yield

Director of Research Jeff DeMaso and Quantitative Investments Manager Josh Jurbala are back for the second part of our multi-episode look at tactical investments, this time diving deep into the investing philosophy behind our approach to tactical high income.

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A Tactical Approach to Asset Allocation

Decades of low interest rates have driven even the most cautious investors into riskier assets in search of yield—but taking on more risk in your portfolio can leave your nest egg exposed if the markets shift. In this episode of The Adviser You Can Talk To Podcast, Quantitative Investments Manager Josh Jurbala and Portfolio Manager Charles Toole describe how a tactical, multi-asset approach can help mitigate some of these risks.

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This material is distributed for informational purposes only. The investment ideas and opinions contained herein should not be viewed as recommendations or personal investment advice or considered an offer to buy or sell specific securities. All strategies—including our tactical strategies—and investment approaches discussed are subject to risk of loss. Tactical strategies do not capture all market gains, nor do these strategies avoid all market losses. Tactical strategies generally trade with more frequency relative to buy and hold strategies, which increases an investor’s likelihood of incurring taxable short-term and or long term capital gains.

Our statements and opinions are subject to change without notice and should be considered only as part of a diversified portfolio. You may request a free copy of the firm’s Form ADV Part 2, which describes, among other items, risk factors, strategies, affiliations, services offered and fees charged. Past performance is not an indication of future returns.

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