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

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Performance of a 60:40 Portfolio in the UK in the 1970s

Chart Excerpt

Henry Maxey, Chief Investment Officer
Ruffer, Dismantling the deflation machine, The Ruffer Review 2020

Pension Funds Asset Allocation 2019

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020

Aggregate P7 asset allocation from 1999 to 2019

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020

Domestic equity over total equity exposure

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020

Domestic bonds over total bond exposure

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2020 Q3 YTD Returns

Vanguard, October 2020

Catching Value’s Next Wave

Value stocks have lagged growth stocks for some time, but the disparity has become particularly acute this year.

Michael J. Fleisher, Portfolio Manager
Brandywine Global, Around the Curve, 14 September 2020

What about that “other” big trend: active & passive?

Excerpt

When the Market Moves the Market, Drawdown Edition
Jefferies, Jefferies Equities White Paper, 2020

Buy and hold

Is it really that simple?

Duncan Macinness, Investment Director
Ruffer, The Ruffer Review, 1 September 2020

Has the Tech Bubble Burst or Just Been Mildly Deflated?

"...their share prices could still go nowhere over many years."

Alan Miller, Chief Investment Officer
SCM Direct, 08 September 2020

Stocks and the Matthew effect

“The rich get richer and the poor get poorer.” This famous adage has its roots in a biblical verse in the Gospel according to Matthew 25:29: “For to everyone who has will more be given, and he will have abundance; but from him who has not, even what he has will be taken away .”

Steef Bergakker, Senior Portfolio Manager
Robeco, Insights, Graph of the Week, 03 July 2020

Memo to the (Virtual) Investment Committee II: Fear and the Psychology of Bear Markets

While it is, of course, a cliché to say that markets are driven by fear and greed, like many clichés this one contains a strong element of truth. The bad news for us humans is that within our brains, emotion appears to have primacy over cognitive function.

James Montier
GMO White Paper, March 25, 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

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
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