timing

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 13, 2020 by Adam Fisher · across every show →

Everything said about timing, oldest first

Jul 13, 2020 bearish
Insight
Fisher: Market timing alpha has declined and may be negative
“Your excess returns are going to come through Timing, asset allocation, and then leverage. Timing's the hardest. It's what hedge funds basically are asked generally to do, and I think we can all agree with the number of managers that exist today, and then they…”
Adam Fisher Jul 13, 2020 ▶ 55:38 Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
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