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Asset Class Returns

Equity, Fixed Income, Real Estate, Reference Currency, Alternatives, Sector, Country, Style, Buy and Hold vs. Market Timing.

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Trends investing: finding the winners among skewed equity returns

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.

Steef Bergakker, Senior Portfolio Manager
Robeco, Insights, 5-Year Outlook, 19.10.2020

Bear Market Rallies - A Historical Context

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.

Variant Perception Research, April 30th 2020

The Callan Periodic Table of Investment Returns

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

Callan Associates Inc., January 2020

Early Morning Reid

December, Q4, 2019 and 2010s Performance Review

Henry Allen, Research Analyst; Jim Reid, Strategist; Craig Nicol, Strategist
Deutsche Bank, 2 January 2020

A caricature of retail investors psychology

Or the costs of trying to outsmart the market

Do stocks outperform Treasury bills?

"All of the wealth creation can be attributed to the thousand top-performing stocks, while the remaining 96 percent of stocks collectively matched one-month T-bills."

Prof. Hendrik Bessembinder, Francis J. and Mary B. Labriola
Arizona State University, W. P. Carey School of Business, May 2018

Asset Class Returns in Swiss Francs since 1950

1950 - 2016

Dr. Alex Hinder
Hinder Asset Management September 2016

Equity Indices in USD 1998 - 2016

Thomson Reuters Datastream
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