The Wednesday Forum
The UFA + IPM investment committee meets monthly to discuss views of global economies and how they might impact the asset classes. This feeds into any tactical asset allocation adjustments to tilt the neutral positions in order to reduce risk.
Active Tactical Asset Allocation
We perform daily inter-market technical analysis on each of the sectors to identify if a trend is changing. We use the mean-reversion theory; i.e. when sectors become overbought and sentiment changes; we rotate the allocation into more defensive sectors. Also, as we are nimble if a sector breaks through a technical support level, we may take profits and switch into the safety of cash or fixed income.
Additional information regarding the committee can be found at
+44 (0)20 8715 4004
firstname.lastname@example.org 37 Dorset Road, Merton Park, SW19 3EZ
Unbiased Financial Analysis (UFA) is a trading name of
Unbiased Financial Group LLP.
which is authorised and regulated by the Financial Conduct Authority no 726137. Terms and Conditions.
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