- “Inflation is probably the most predictable of the regime frameworks, in terms of the magnitude of returns and the persistence of direction. If you are only allowed to use one economic datapoint to guide your decisions, US headline CPI should be it.“
- Equity bull markets are 80% of history. Don’t forget the simple lessons…
- Man group’s team tries to study whether investment regimes exist and whether one can profit from them.
Regime Investing
