by Corey Hoffstein, Newfound Research
In this quarter’s commentary, we:
- Provide an analysis of this quarter’s returns, both at a high level and a detailed attribution.
- Discuss the concept of “return stacking.”
- Explore why bonds may be a more attractive investment today than they seem at first glance.
You can read the commentary here.
This post was origninally published at the Newfound Research's Flirting With Models Blog