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Investment版 - inflation vs asset classes
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Is it time to buy commodity and TIPS now?关于长期投资股市的一些想法
大家是不是都heavy on commodities?harvard and yale AA
这个版的斑竹很有意思GMO market forcast
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进入Investment版参与讨论
1 (共1页)
s******d
发帖数: 323
1
a study by IMF folks
http://www.imf.org/external/pubs/ft/wp/2009/wp0990.pdf
a summary table is on page 27
with 4 asset classes studied: cash, nominal treasury bond, equity, commodity
X****r
发帖数: 3557
2
This is pretty interesting.

commodity

【在 s******d 的大作中提到】
: a study by IMF folks
: http://www.imf.org/external/pubs/ft/wp/2009/wp0990.pdf
: a summary table is on page 27
: with 4 asset classes studied: cash, nominal treasury bond, equity, commodity

a*****s
发帖数: 3643
3
Good article! Like it!

commodity

【在 s******d 的大作中提到】
: a study by IMF folks
: http://www.imf.org/external/pubs/ft/wp/2009/wp0990.pdf
: a summary table is on page 27
: with 4 asset classes studied: cash, nominal treasury bond, equity, commodity

m**********w
发帖数: 4161
4
conclusion?

commodity

【在 s******d 的大作中提到】
: a study by IMF folks
: http://www.imf.org/external/pubs/ft/wp/2009/wp0990.pdf
: a summary table is on page 27
: with 4 asset classes studied: cash, nominal treasury bond, equity, commodity

s******d
发帖数: 323
5
pg 27..

【在 m**********w 的大作中提到】
: conclusion?
:
: commodity

k**********i
发帖数: 8706
6
没啥意思
所有内容都是基于建模的近似
这个模型是否正确/准确根本没有讨论
结论也是太粗浅了
第27页的结论看一下
第31页的历史数据看一下
1 (共1页)
进入Investment版参与讨论
相关主题
鼓吹index的两大误区.Is it time to buy commodity and TIPS now?
另一种asset allocation的思路大家是不是都heavy on commodities?
[合集] 一个牛市,一个巨大的牛市 (转载)这个版的斑竹很有意思
[合集] 另一种asset allocation的思路commodity mutual fund和ETF的tax concern?
YTD Showoff (07/02/09)对新手的建议
YTD Showoff (07/10/09)my opinions on AA
YTD Showoff (07/17/09)[原创]如何选购target mature/life cycle fund
YTD Showoff (07/24/09)Active vs. Passive Management (zz)
相关话题的讨论汇总
话题: commodity话题: classes话题: asset话题: inflation话题: vs