At Adviser Capital, we believe our disciplined, rules-based approach to tactical investing is well-suited to a long-term investor’s portfolio. In our three-part series, The Adviser You Can Talk To Podcast helps break down misconceptions and answer your most pressing questions. Listen now to decide if our tactical strategies are right for you—and your clients.

Making Tactical Practical: An Introduction to Tactical Investing

FEATURING JEFF DEMASO AND JOSH JURBALA

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. We’re here to clear things up.

Join Director of Research Jeff DeMaso and Quantitative Investments Manager Josh Jurbala for the first part of our multi-episode look at tactical investments. They explain the terminology and provide an engaging overview of this ever-evolving investing methodology.

A Tactical Take on High-Yield

FEATURING JEFF DEMASO AND JOSH JURBALA

Generating steady income while successfully managing risk is what every bond investor aims for—and we think a tactical investing approach can help get you there. 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.

A Tactical Approach to Asset Allocation

FEATURING JOSH JURBALA AND CHARLES TOOLE

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, Josh Jurbala and Charles Toole describe how a tactical, multi-asset approach can help mitigate some of these risks.