Ralph Smith - Scientific Investing in Fixed Income (S5E7)
Flirting with Models
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Market Neutral Strategies for Fixed Income?
One of the other subtle nuances that came up when we were having our pre call was talking about market neutral strategies and fixed income. How do you think about defining data for a market neutral strategy? Oh, that's a big question. I think it differs depending on the particular area fixed income you're looking at. The beater really is is defined by the factor returns really.
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