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.

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

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

More than two centuries of data confirms that value, momentum and low risk offer attractive premiums. These are consistent across various market and macroeconomic scenarios.

Ranked in Order from the Highest to the Lowest Performance

Annual Returns for Key Indices Ranked in Order of Performance (2001–2020)

A tiny proportion of stocks account for most of the market’s returns. This makes it vital to embrace trends when investing, say portfolio manager Steef Bergakker and trends analyst Sam Brasser.

There have been five major bear markets in the S&P since the Depression, with each one experiencing rallies along the way that turned out to be false dawns.

Annual Returns for Key Indices Ranked in Order of Performance (2000–2019)

December, Q4, 2019 and 2010s Performance Review