Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
The Meb Faber Show - Better Investing
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Private Equity and Real Estate - Is That a Problem?
Most people, certainly a we talk to, but also the evidence kind of suggests they still have a ucentric stockbon's portfolio. We agree that that's probably not going to hit. Forget expectations of the sentiment surveys last years. And areas like private equity and real estate, perhaps, do those areas offer any nice respite from the bac to return e situation? A new stocks and bonds, or the problem ar as well? Ther they help something, but they are totally overrated because the gravity matters there as well.
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