Presentation by Rob Arnott

Key insights from a pioneer. The conclusions that Rob shares will sound familiar to those who follow markets closely, but the presentation highlights several uncomfortable truths that we know yet find hard to embrace in our investment decisions:

A similar dichotomy between what is realistically achievable and what we believe we will achieve was also questioned in a recent blog post by Mebane Faber with an interesting title:

Institutional Investors are Delusional



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