IronCity

Thoughts on Mohamed El-Erian's 'When Markets Collide'

Mr Considine, in your comment you said: “Look at the endowments at Harvard and Yale and read institutional research, and you see a very different view of the world.”
Sorry, I could not find this “very different view of the world” in any part of your your article. I understand that are a lot of different opinions or views about change in our times, but I’m afraid there is not a new paradigm (or a generally accepted new truth).
If there is a new paradigm in the way of investing (or related to investing techniques) please explain it.
I agree with Mr. Whidbey when he says “Modeling is easy to do, but in my experience it is hard follow to a portfolio result”.
And also that if there are: “2100 funds and only 17 showing positive results”, this means something.
In general I find the article very long and diffuse.