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Expert Opinions and Logarithmic Utility Maximization for Multivariate Stock Returns with Gaussian Drift. (arXiv:1601.08155v1 [q-fin.PM])

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This paper investigates optimal trading strategies in a financial market with multidimensional stock returns where the drift is an unobservable multivariate Ornstein-Uhlenbeck process. Information about the drift is obtained by observing stock returns and expert opinions. The latter provide unbiased estimates on the current state of the drift at discrete points in time.

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