The case for a barbell investment strategy

Woody Brock | SED | 12 July 2019 | 1.00 CE

This presentation and essay take the long view and asks what strategy a rational investor should adopt. The reason for this analysis is our belief that the US equity markets may have reached a turning point. It is important to introduce one caveat here at the outset - we are not concerned with strategies that closet indexers should follow (e.g. investors confronting institutional constraints such as maintaining quarterly performan...

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