Excess Returns  cover image

Systematic Global Macro Investing with GMO’s Martin Emery

Excess Returns

00:00

Is There a Relative Opportunity in the Equity Market?

I want to ask you about the equity side. Are there certain areas in the equity market that you do see as attractive right now? Yeah, there is. But I think it's actually where we see things being attractive is probably not an absolute sense. We don't think you really go get any returns from holding long equities at all.

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