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Observations

Exploring Asset Allocation, Portfolio Returns, Asset Class Returns, Indices and Portfolio Construction

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Investment Review April 2023

Many impossible things are happening in the investment world at the moment; like the bluebottle which sits upside-down on the ceiling, we have to come to realise these things were not so impossible, after all.

Jonathan Ruffer, Chairman
Ruffer, Investment Review, 3 April 2023

Pension Funds Asset Allocation 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Aggregate P7 asset allocation from 2002 to 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Domestic equity over total equity exposure

1999 - 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Domestic bonds over total bond exposure

1999 - 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2003-2022)

Callan, January 2023

The 60/40 Portfolio Reign Challenged: A Wake-Up Call for Investors

The 60/40 stocks-bonds portfolio, a traditional investment strategy that has been popular for the past 40 years due to low inflation and strong economic growth, is facing challenges as it is not immune to all market conditions.

Guillaume Bourquenoud
Alquant, January 30, 2023

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty?

Dimensional, Perspectives, January 17, 2023

Pictet LPP 2000 Swiss Pension Fund Indices

2022 YTD Returns (31.12.2022)

Pictet Asset Management SA, January 2023

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2002–2021)

Callan, January 2022
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