Help Required

When market is clearly oscillating, then CM. Bull and bear are characterized by trending markets then B&H or CPPI. No two ways about that.

We should not look into matters in isolation . Once need to understand the complete scenario. If someone says they need floor and at the same time needs performance then B&H is better choice than CM despite CM performs better in flat&Oscalliting environment . Due to constraint and your fiducary duties, you can’t impact the manadate of the customers.

Otherwise there is no debate about which performing better.

In up and down markets with trends…CPPI performs beter >BH>CM

In flat and oscalliting market CM Performs better than >BH>CPPI

True, but am not sure there is a requirement of a floor in the context of the question under discussion. If so yes BH>CM. If RT is above average then CM is better. Besides there is some confusion where some are saying that in a bearish market, BH performs well. Undoubtedly, but again in the context of the question under discussion, there is no bearish or bullish trend, it is oscillating.

I dont know which question context you are referring. Exam question focused on that customer needs to remain invested in equities and cash &at the same time, wants to earn return. Based on this assumption, B&H Performed better. Even the question posted by the person who started this thread also focus on some assumption as well.

wtf… why cant you just wait for August 9???