Following Investment Week's inaugural Trailblazer Awards in June, we speak to a different winner each week regarding some of their greatest achievements and the challenges they have faced over their career.
This week, we chat to Louis Greening, investment specialist at Clear Financial Advice. What has been your most successful asset allocation decision so far? Most recently, the best decision was selling down cash in the middle of January 2019 into fixed income. On a broad level over the past two years, every single change to the models have made the portfolios better off. In other words, the portfolios have improved after each amendment, ensuring that our process works for the majority of our clients in our portfolio management process. An overweight to US and UK in 2019 has als...
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