Meb Faber's Continuing Education presentation for CFA Switzerland on 5 Dec 2017 in Zürich.
Meb examines historical models for valuing global stock markets. Is the old Bogle stock valuation model a good indicator of future stock returns? He then examines why implementing a value focus matters in the context of the global market portfolio.
Meb looks at some of the most famous asset allocation strategies from the world's top investors and proposes a simple trend following model that historically has proven to be a nice complement to the global market portfolio.
https://www.youtube.com/watch?time_conti...eXX-_VAEfw
Meb examines historical models for valuing global stock markets. Is the old Bogle stock valuation model a good indicator of future stock returns? He then examines why implementing a value focus matters in the context of the global market portfolio.
Meb looks at some of the most famous asset allocation strategies from the world's top investors and proposes a simple trend following model that historically has proven to be a nice complement to the global market portfolio.
https://www.youtube.com/watch?time_conti...eXX-_VAEfw