Cyclicality – Greetings From The ColdGuest Post
Cyclicality - Greetings From The Cold by Charles Aram & Jonathan Treussard, Research Affiliates
- Cyclicality is a feature of both atmospheric conditions and investment performance. The historical record promises that for value investors, summer will follow winter—the challenge is in weathering the passing blizzard of negative returns.
- Both U.S. and developed-market RAFI™-based strategies have outperformed their cap-weighted value benchmarks over the long term and on a . . .
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