08:20 (1.5X)
请问manager C为什么是discretionary?李老师说是因为有timing,可是mangerC已经是top-down,所以无论是discretionary还是systematic都是timing的。文中说用的是technical analysis and econometric methodologies, she produces several types of forecast and determine appropriate sector weights based on that,这里用到的方法不是systematic吗?也没有提到in-depth analysis。