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Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

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Return Stacking Strategies for Overcoming a Low Return Environment

The main points in this report, stretch valuations and equities and fixed income implied depressed returns. Reaching for yield or increasing exposure to pro cyclical assets may help compensate for low expected returns by an increased portfolio risk. The proposed solution harnesses the full potential of traditional portfolios plus the opportunity for higher returns and risk reduction from non correlated investments.

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