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Bridge over ocean
1 May 2012 Financial Analysts Journal Volume 68, Issue 3

Regime Shifts: Implications for Dynamic Strategies (corrected)

  1. Mark P. Kritzman, CFA
  2. Sébastien Page, CFA
  3. David Turkington, CFA

Regime shifts present significant challenges for investors because they cause
performance to depart significantly from the ranges implied by long-term
averages of means and covariances. But regime shifts also present opportunities
for gain. The authors show how to apply Markov-switching models to forecast
regimes in market turbulence, inflation, and economic growth. They found that a
dynamic process outperformed static asset allocation in backtests, especially
for investors who seek to avoid large losses.

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