Cliff Asness on Quant Value Investing
Masters in Business
Is There More Uncertainty?
After a 13-year bull market, you don't fix... Not all of that bull market was bubbly. A lot of that was re-pricing. So 5.5 cash is interesting again. But how interesting it is depends on what your actual inflation outlook bonds are interesting again. It's pretty hard to come up with a really good 10-year forecast of inflation right now.
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