Masters in Business cover image

Antti Ilmanen on Expected Returns

Masters in Business

00:00

Navigating Low Expected Returns

This chapter examines the sensitivity of different investor types, particularly pensions and endowments, to low expected returns and their implications for investment strategies. It highlights the potential long-term nature of low returns and the impact of central bank policies, inflation, and market dynamics on asset valuations. The discussion also focuses on the performance of value stocks versus growth stocks amidst current economic challenges and changing market conditions.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app