The Regime-Adaptive Portfolio: Asset Allocation for a New Macro Era

Markets have changed. Most portfolios haven’t.

The disinflationary world that made 60–40 work is gone. Debt is extreme, valuations are stretched and correlations are unstable. This paper sets out a new framework for asset allocation built for today’s environment.

It classifies assets by behaviour, not labels; sizes exposures by risk, not capital; and uses adaptive strategies alongside traditional assets to build a portfolio that can participate in upside yet stay resilient when the regime shifts.

Inside The Regime Adaptive Portfolio Whitepaper you'll learn:

• Why the macro regime has fundamentally changed

• Where traditional allocation falls short

• The role of adaptive strategies like trend

• The 40–20–40 regime-adaptive allocation

• Performance versus 60–40 across regimes since 1990

• The importance of smart leverage

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