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Jim Masturzo - Tactical Asset Allocation (S3E4)

Flirting with Models

CHAPTER

Is There a Catch-Up in Expected Returns?

We don't look at expected returns as plain estimates, we do look at them as distributions. Currencies is an excellent thing to think out. We still believe in that catch up, but would say it's probably longer term than ten years. Default rates are another thing, default rates around bank loans and high yield,. And what does that really mean in different states of the economy?

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