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On Portfolio Returns, Asset Allocation, Benchmarks, Asset Class Returns, Sectors, Countries, Style, Diversification, Indices and more…

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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

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2020 Q1 YTD Returns

Vanguard, April 2020

Pictet LPP 2000 Swiss Pension Fund Indices

2020 Q1 Returns (31.03.2020)

Pictet Asset Management SA, April 2020

From Lows to New Highs: Historical Stock Market Recovery Times

Stock market history can help frame your expectations.

Editorial Staff
Fisher Investments MarketMinder, March 31 2020

Change in Investors' Risk Appetite and Use of Social Media

Michael Howell
CrossBorder Capital, March 2020

Where next for traditional value investing?

The rise of the penguin investor: Herding into momentum-like stocks has created a chill wind for value seekers.

Jonas Edholm, Portfolio Manager
Skagen Funds, 24 February 2020

The Intelligence Trap

"One of the more surprising and enlightening findings in Robson’s book was the very low correlation between IQ and rationality – a mismatch the clinicians have named dysrationalia."

Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019

Avoiding the Trap of Low Interest Rates

How do we think about a world of ultra-low interest rates as equity investors? To us, interest rates are much more than determining what discount rate to use in a valuation model. At extreme levels, the rate environment introduces distortions that impact management behavior and valuation tools.

James J. Clarke, Portfolio Manager & Director of Fundamental Research
Brandywine Global, Around the Curve, January 21 2020

Value investing in the next decade: Is it time to retire the price-book metric?

SKAGEN Global looks at the rise of intangible assets, their antiquated accounting treatment and the profound impact on traditional valuation metrics.

Knut Gezelius, Portfolio Manager
SKAGEN Funds, 3. January 2020

Credit Suisse Pension Fund Index

2019 YTD Returns (31.12.2019)

Credit Suisse, January 2020

A caricature of retail investors psychology

Or the costs of trying to outsmart the market

The quest for ‘uncorrelated’ returns. The fall (and rise?) of absolute return funds

The quest for uncorrelated returns can be an expensive pursuit, especially in terms of opportunity cost.

Stuart Canning
M&G Investments, Episode, 11 June 2019

2018 U.S. Endowment Returns

"Data gathered from 802 U.S. colleges and universities for the 2018 NACUBO-TIAA Study of Endowments® (NTSE) show that participating institutions’ endowments returned an average of 8.2 percent (net of fees) for the 2018 fiscal year (July 1, 2017 – June 30, 2018) compared with 12.2 percent for FY17."

NACUBO-TIAA Study of Endowments (NTSE), January 2019

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

Equity Indices in USD 2007- 2016

Thomson Reuters Datastream

Equity Indices in USD 2009 - 2016

Thomson Reuters Datastream

Comparative Stock and Bond Performances since 1981

25 Year Zero Coupon Bond vs S&P 500 Total Return

Gary Shilling's INSIGHT newsletter, August 2016
Gary Shilling
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