Ralph Smith - Scientific Investing in Fixed Income (S5E7)
Flirting with Models
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Fixed Income
fixed income never really seemed to get its smart bait a moment the way equity factor investing did. It just is a bigger challenge in terms of being a manager in the space to actually get set up, because of the difficulty in terms of getting the data and probably bit in terms of expertise. I think it is ripe for being exploited the space and ripe for being managed systematically.
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