Flirting with Models

The Research Library of Newfound Research

Month: July 2018 (Page 2 of 2)

Our Conversation with Adam Butler

The thoughts and commentary of the team at Newfound on our podcast conversation with Adam Butler.

On Performance Commentary

Ex-post performance commentary is meaningless without ex-ante expectations. With appropriately set expectations, step-wise decomposition can be insightful.

The New Glide Path

Investors have traditionally utilized a stock/bond glide path in order to control for sequence risk. Where does trend following fit in?

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