Should we rely on market views?

In a video interview, Jean-Louis Nakamura of Lombard Odier explains why he thinks now is a good time to challenge the assumption that we must rely on market views when managing discretionary portfolios.

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1. Why is this a good time to challenge the assumption that we must rely on market views when managing DPM?

2. Have you found a way to put into practice what you are saying?

Video transcript

1. Why is this a good time to challenge the assumption that we must rely on market views when managing DPM?

2. Have you found a way to put into practice what you are saying?

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