We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.


Market Tactics

A tactical ETF portfolio for 2015

16 October 2015

James Norrington looks back at institutional positions of the past few months and examines ETF plays

Sharp falls in equity markets, as were seen in August 2015, can understandably spook investors and create uncertainty. For two of the world's large investment houses, however, the late summer sell-off was a buying opportunity and not a signal to revise longer-term outlooks that remained broadly bullish, for risky assets such as shares. Fast forward to early October and rising markets seem to be vindicating these generally positive views. As we reflect on the attractiveness of asset classes and ponder portfolio allocations, it's helpful to revisit some of the research from Goldman Sachs and Morgan Stanley that has been published since July.

Recent articles

  1. Beta Blocks 2: Going full tilt for profits

    Beta Blocks 2: Going full tilt for profits

    By James Norrington | 20 November 2015

    James Norrington revisits a Smart Beta strategy combining value and momentum factors

  2. The factors behind beating the market

    The factors behind beating the market

    By James Norrington | 20 November 2015

    James Norrington looks at simple outperforming strategy tilts that can be played with ETFs

  3. High-yield outperforms

    High-yield outperforms

    By James Norrington | 14 October 2015

    In the first year since its revival our dividend-based stock screen is proving its worth - but costs need to be considered

  4. Are UK equities expensive?

    Are UK equities expensive?

    By James Norrington | 03 July 2015

    Our latest Market Tactics report suggests not

  5. Beta Blocks

    Beta Blocks

    By James Norrington | 12 June 2015

    James Norrington takes a look at the factors you can harness to build smarter portfolio

Advertiser reports

Register today and get...

Register today and get...
Please note terms & conditions apply