- Risk positive asset weighting for the start of 2021
- Themes to focus on include Asia, technology and the green revolution
In 2020 the Tactical Asset Allocation (TAA) portfolio made 12.4 per cent before allowing for charges. The challenge for this year is being positioned to capture continued upside from mega-trends but also managing risk. The tactical call we are making is that risk will be rewarded but, as the portfolio has 62.5 per cent exposure to shares, we have to be prepared to stomach large drops in portfolio value if the calls we've made this year turn out wrong.
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