After a year of navigating uncharted terrain, public pensions entered 2021 looking ahead to a post-pandemic recovery, but the far-reaching implications of Covid-19 on governments has added additional pressures for plans to generate adequate investment performance.
A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in…
One academic factor that has gained a significant following in the investment community is Quality. It made its appearance, for example, in the Fama French 5-factor model, published in April 2015,…
The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. The world has now entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of…
