cliff asness

We’ve posted about the issue of sticking with your investment strategy before – see here: https://www.livewiremarkets.com/admin/wires/33581 and here: https://www.livewiremarkets.com/wires/33932 But it’s a topic that’s worth revisiting. AQR Capital, manager of over US$170B has released a research paper on exactly this subject. They look at Berkshire Hathaway, PIMCO’s Total Return Fund... Show More

The B word is splashed around all over the place these days. Too often, in my view. Bonds are a bubble. Stocks are a bubble. Sydney property is a bubble, too, haven’t you heard? Show More