investment returns
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 14, 2018 by Kim Lew · across every show →
Everything said about investment returns, oldest first
May 14, 2018 bearish
Declining returns will force endowments toward more idiosyncratic alpha investments
“I think it's gonna have to be more if we're gonna continue to outperform, because I think returns are coming down, and if returns are gonna come down, and our five percent payout is not coming down, we're just gonna have to find different ways to create alpha,…”
Apr 6, 2020 bearish
Peters: Fed bailouts preventing capital destruction guarantee a prolonged low-return environment
“What the Fed is doing and the Treasury is they're saying, let's just make sure that no one goes broke, and let's make sure that none of this capital gets destroyed, and so I don't see how that doesn't lead to a long period of really low returns.”