Over at All About Alpha there is a recent piece on Janus' Modern Portfolio Construction (MPC). Its an interesting take on portfolio construction, and the article is worth a read. I don't know, but when I read about a "Tactical" bucket, I think beyond just ETFs and the other vehicles mentioned. Maybe that's just due to personal experience, and Janus does have a typical investment company mandate focused on long-only investing. I'm not sure how ETFs, equity options, commodities futures/options, etc. would play in this MPC world. Anyway, its an interesting piece from the always informative All About Alpha and worth checking out.
Until next time...
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