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This paper argues that the strong performance of the CAPE US is a matter of efficiency rather than “luck”.
In 2022, the increase in rates which fueled the rise of the equity market volatility and its negative performance, does not explain the outperformance of low volatility portfolios.
La revue des marchés mensuelle de Mirova.
Two years into Russia’s full-scale war in Ukraine, Loomis Sayles thinks a de facto conclusion to the war is possible within 12-18 months in a manner likely to favor Moscow at Kyiv’s expense.