Assessing Where We Are in the Equity Cycle

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  • 04 mins 33 secs
TCW Portfolio Manager Diane Jaffee discusses where we are in the equity cycle and why value should outperform growth in this phase.



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Gresham’s Law
This year’s Nobel prize in economics was awarded to Richard Thaler, a pioneer of behavioral economics. But there is a tale told by a lesser known Nobel laureate, Kenneth Arrow. As a World War II weather officer, he was tasked with analyzing the reliability of the army’s long-range weather forecasts

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