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Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Liquidity Cycle and Asset Allocation
In the rebound phase, you want those what we call credit arbitrage strategies. Most of those factors actually performed pretty well last year. And it seems to me maybe working not too bad this year as well. Although it's approximately right, it may be precisely wrong. It gives you a pretty good handle on where we are in the cycle.
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