Expected Returns Of Asset Classes
topic on 1 show · 1 statements across 1 episodes
1 statements about Expected Returns Of Asset Classes, every show
Marshall: Geopolitics, FX, and financing costs will reduce asset class returns
“I think the other basket of worries is that we now have to include FX and geopolitical risk in every single investment decision we make. I think it was a gift. That for 15 years, we didn't have to do that. But, you know, these costs are real, and that and the …”