Scott Donald
- Features
A new frontier in risk
Scott Donald has some advice on how should investors incorporate illiquidity into their thinking and outlines five strategies which could be applied
- Features
TAA is put on trial
Tactical asset allocation (TAA) is the talk of the town again. Once known as market timing (before that term became associated with more unsavoury practices), the basic tenet is to buy the market when it’s low, and sell high. No one doubts that this would add significant value if done ...
- Features
Ending cash drag with equitisation
Equitisation is a strategy designed to boost returns. It does this by reducing the drag on performance caused by having unnecessary cash in a portfolio – simple but often overlooked.
