The NG Tactical
Portfolio System
A systematic, rules based investment process designed
to adapt to the global economic cycle.
A Smarter Way to Navigate Markets
Markets do not move randomly. They respond to changes in economic growth and inflation, creating environments where some assets thrive and others struggle. Understanding these patterns has guided institutional managers for more than forty years.
The NG Tactical Portfolio System applies these same principles within a modern, transparent and regulated structure. It enables the portfolio to tilt towards the strongest opportunities while reducing exposure when conditions weaken, aiming for steadier long term results.
The Economic Regime Framework
The system begins by assessing the global economic environment. It evaluates how growth and inflation
are evolving and identifies which of four distinct regimes is in play.
Expansion
Growth rising and inflation stable. Risk assets and economically sensitive sectors tend to strengthen.
Inflationary
Growth and inflation rising together. Commodities, energy and companies with pricing power often outperform.
Contractionary
Growth and inflation both falling. Fixed income, safe haven assets and lower risk exposures are favoured.
Stagflationary
Growth slowing while inflation remains high. Defensive and stability focused assets become more valuable.
These regimes provide a clear and objective map of market conditions, allowing the system to position the portfolio accordingly.
Verified Global
Data Sources
The allocation process is driven entirely by objective information. The system draws on a wide range of macroeconomic and market data sourced from globally recognised institutions. These inputs help identify meaningful shifts in the economic environment and guide allocation decisions.
This ensures the process remains disciplined, factual and free from emotion or subjective forecasts.
Systematic Rotation Across
Global Assets
Once the current regime is identified, the system adjusts exposure across a diversified set of global assets, including:
equities
government bonds
corporate credit
commodities and energy
commodities and energy
defensive and safe haven assets
The strategy does not attempt to predict short term movements. Instead, it positions the portfolio for the environment that the data confirms we are in.
The objective is consistency:
capturing opportunity when conditions improve
preserving capital when conditions deteriorate
maintaining balance across the full economic cycle
One Strategy. One Portfolio.
Fully Adaptive.
The entire multi asset framework is implemented within a single adaptive strategy. This
approach offers several structural advantages:
Integrated Portfolio Design
One coherent portfolio built and managed through a disciplined, evidence based process.
Data Guided Cycle Positioning
Adapts to changing economic conditions using clear macro signals inspired by institutional practice.
Simplified Portfolio Construction
Removes the need to select or maintain multiple funds. The full allocation is managed for you.
All Weather Strategy Discipline
A consistent, rules based approach designed for varied market environments.
This design creates a complete, all weather portfolio suitable as a core long term allocation.
Built on Institutional Intelligence
Economic regime analysis has been central to institutional and hedge fund portfolio construction since the 1970s. These models have guided how major investors allocate capital, manage risk and navigate global markets.
The NG Tactical Portfolio System is built on these established principles. It takes decades of institutional research and applies it through a modern systematic framework designed for broad investor access.
This allows investors to benefit from the same disciplined approach traditionally used by professional money managers.
Our Proprietary
System
While the broader economic concepts behind regime analysis are well established, the NG Tactical Portfolio System itself is proprietary. We have developed our own process for interpreting data, assessing regime conditions and implementing allocation changes within a regulated multi asset structure.
This ensures that the strategy is unique to NG Funds, combining institutional foundations with our own intellectual property and portfolio design.
Summary
The NG Tactical Portfolio System provides a disciplined and adaptive way to invest across global markets. It combines:
economic regime analysis
verified global data
institutional principles
a single strategy design
proprietary implementation
systematic allocation
The result is a complete, rules based process built to navigate the full economic cycle with clarity and consistency.