Global Growth Cycle Enhanced Momentum (Link) at a glance

Global Growth Cycle Enhanced Momentum (Link) is a tactical asset allocation (TAA) strategy by Grzegorz Link across US Equity, International Developed Equity, US Aggregate Bonds, T-Bills, rebalanced monthly. Backtested 1990-10-31 to 2026-04-23 (35.4 years): 10.7% CAGR, 0.93 Sharpe, -33.7% max drawdown, 11.6% volatility.

Type
Tactical (TAA)
Author
Grzegorz Link
Rebalancing
Monthly
Risk
Moderate
Period
1990-10-31 to 2026-04-23
CAGR
10.7%
Sharpe
0.93
Max Drawdown
-33.7%
Volatility
11.6%

Global Growth Cycle Enhanced Momentum (Link) Tactical Asset Allocation Strategy

Global Growth Cycle Enhanced Momentum (GGCEM) is Grzegorz Link's enhanced variant of the Global Growth Cycle strategy, tracked by AllocateSmartly. It combines a macro regime filter (OECD Composite Leading Indicator) with 12-month relative momentum inside each regime.

During expansionary periods (OECD CLI rising), the strategy allocates 100% to the stronger of SPY (US equities) and IEFA (international developed equities) based on 12-month total return. During contractionary periods (OECD CLI falling), the strategy rotates to the stronger of AGG (US aggregate bonds) and BIL (1-3 month T-bills, cash proxy) — a dynamic bond vs cash gate that protects against rising-rate environments where long bonds sell off alongside equities.

Backtest Performance (1990-10-31 to 2026-04-23)

MetricGlobal Growth Cycle Enhanced Momentum (Link)
Compound Annual Growth Rate (CAGR)10.7%
Maximum Drawdown-33.7%
Sharpe Ratio0.93
Sortino Ratio1.04
Annualized Volatility11.6%
Calmar Ratio0.32
Total Return3542.1%
Backtest Period35.4 years

Strategy Details

Type
Tactical (TAA)
Rebalancing
monthly
Risk Level
moderate
Variants
3
Author
Grzegorz Link
Source
Link, G. (2024). Dual Momentum and Global Growth Cycle Enhanced. Tracked on AllocateSmartly: 'Using the OECD Composite Leading Indicator + Momentum to Time the Market'.

Asset Classes

  • US Equity
  • International Developed Equity
  • US Aggregate Bonds
  • T-Bills

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