Tactical Allocation Team

The Tactical Allocation Team serves as heconomie's Macro Division, providing the strategic foundation that guides our portfolio construction across all Equity Teams. Rather than focusing on individual stock selection, the TAT takes a top-down approach analyzing global macroeconomic trends, geopolitical developments, central bank policy, and cross-asset dynamics to determine how capital should be allocated across our six funds. Each semester, the team delivers a comprehensive Macro Review covering the global economic landscape and issuing overweight, equal weight, or underweight recommendations for each fund, ensuring our portfolios remain positioned to navigate an ever-changing market environment.

Macro Review (W26)                                                                                                                         PDF