Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
The Meb Faber Show - Better Investing
Stockbond Correlations
i was a young portfolio manager in 87, and i saw the first time when stockbond correlation created bondralli. It is an interesting thing that we might be getting to those tipsome situations in the future. We are just going to write something on onstop bon correlation in our quarterly very soon. I think it is good for the parrent generation of people to know that sometimes it didn't work that way. That tail protection for equity drawdowns would be there even without equity s.
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