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Oliver’s Insights – The perils of switching – why active asset allocation makes sense but why it needs to be done properly‏

Over long periods of time shares and other growth assets deliver for investors via the power of compound interest.

· However, cyclical swings can frequently throw investors off and reacting to periods of poor returns by moving to cash only locks in losses and poor long term returns.

· So the key for investors is to either adopt a long term strategy and stick to it or, where this is not possible or the investor wants to take advantage of the opportunities that arise from cyclical swings, adopt a rigorous approach to dynamically varying the asset mix in anticipation of cyclical swings.

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