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Antti Ilmanen on Expected Returns

Masters in Business

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Navigating Investment Returns Amid Market Shifts

This chapter explores the complexities of expected investment returns in a market characterized by low yields and high valuations. The speaker reflects on historical trends, emphasizing the importance of diversification and long-term strategies while cautioning against market timing. They also discuss the implications of recent economic conditions and the influence of historical data in shaping investment approaches.

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