5min chapter

Flirting with Models cover image

Liqian Ren - In Search of Modern Alpha (S2E8)

Flirting with Models

CHAPTER

The Importance of Taking Macro Information Into Portfolios

The proliferation of smart beta products has brought a lot of these factor ideas into investors' portfolios. Are there any portfolios you wish you had been behind and built? Yes, definitely. I'm always open because I think that is where there's a time investment. We have to investigate why it didn't work and out of 10, it works and that's the happy day.

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