Flirting with Models cover image

Andrew Lapthorne - Thematic Baskets and Strong Balance Sheets (S4E13)

Flirting with Models

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What Are Your Thoughts on the Future of Risk Prediction Research?

Over the last decade, and very present in 20 20, has been the growing influence of monetary and fiscal policy. I'm wondering what your thoughts are on how those will impact the traditional risk premia research landscape. To have a bull market where value stocks were going backwards is very unusual. But central bankers still can't get a cycle and laughing, that 'll be. That's the interesting element going forward.

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