Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View | #360
The Meb Faber Show - Better Investing
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How Do You Start With a Benchmark?
Most of the funds that i manage are 60 forty funds, or target date funds. That is our long term sort of allication of how we should think about where our landing point should be over the next three or five years. And then we'll move away from there based on what we think the nearer term horizon and the nearr term investment landscape is likely to bear for us. So right now, i think we'll probably somewhere in the midt into the later cycale environment. As a result of that, i want to be more invested in commodities, more invested in suasset classes that are going to be positively convexed to inflation, rising and sustaining a higher level.
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