So,if we see areas that are particularly interesting, we're more than happy to deploy capital to take advantage of what we think are cheap assets or expensive assets.

如果发现特别有吸引力的投资领域,我们也非常乐意进行资产配置调整,从我们认为的那些便宜的,或昂贵的资产中获利

耶鲁公开课 - 金融市场课程节选

So you just say,okay fine, this is the macro circumstance that we're dealing with and we're going to do absolutely the best job we can identifying individual,specific,bottom-up opportunities to deploy the funds.

于是你只能说,好吧,这就是我们要应对的宏观环境,我们绝对要全力以赴,发掘独特,明确,由下而上的机会,来配置基金进行投资

耶鲁公开课 - 金融市场课程节选