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Peter Odenthal's avatar

Van Binsbergen, like Koijen, is unafraid to tackle the core assumptions that many of us have held since our university days. This is another good example - - thanks for bringing it to our attention, Joachim!

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Umed Saidov, CFA's avatar

Loved the beginning but was a bit surprised by the ending.

Should advice have been:

Construct a bond portfolio to replicate FTSE?

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