Investors need to be realistic.. and that means accepting the strong possibility that returns will be lower in the future than they have been in the past. Why? Well, equities rose to all-time highs as the economy recovered from the Covid crisis. And the higher the price you pay for a security, the lower your expected return going forwards. So, what other evidence is there that future returns will be lower? And, if it’s true, what if anything can, or should, investors do about it? In the latest episode, Robin Powell talks to Antti Ilmanen, an investment strategist at AQR Capital Management in Greenwich, Connecticut. He’s the author of a new book, Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least.
TEBI podcast 52: Simon Bullock on life, the universe and money goals
TEBI podcast 51: Helen Arthur on art as a new rural lifestyle
TEBI podcast 50: Charlotte Lockhart on a revolution in work-life balance
TEBI podcast 49: Scott Moorhouse on life before and after his Paralympic dream
TEBI podcast 48: Jonathan Clements on the appetite for "struggle and strife" that keeps us moving throughout life
TEBI podcast 47: Rozina Breen on taking a purposeful leap into the not-for-profit sector
TEBI podcast 46: John Treharne on building businesses and the spirit of sport
TEBI podcast 45: Héctor García on lessons from long lives in Japan
TEBI podcast 44: Lisa Granik MW on wine, travel, law and becoming a world expert in your second career
TEBI podcast 43: Brian Portnoy on the "evolutionary two-step": why you first need to survive, then thrive, with your money
TEBI podcast 42: Alex Davis on life planning, universities, and everything!
TEBI Podcast 41: Andrew Hallam on "Second Lives" filled with purpose ...
Ep 40 Meir Statman on surviving the bear market
TEBI Podcast 39: Why are Woodford investors still in limbo?
Ep 37: Craig Lazzara on the volatile start to 2022
Ep 36: Spencer Jakab on the real winners in the GameStop saga
Ep 35: Robin Wigglesworth on the extraordinary rise of indexing
Ep 34: ARKK falls again, but are we really in a market crash?
Ep 33: Will Rainey on teaching children about money
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money