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

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Peeling back the onion: A concentric approach to investment decision making

Peeling back the onion: A concentric approach to investment decision making

Portfolio Managers Greg Wilensky and Jeremiah Buckley offer a framework for interpreting economic news for investment decision making.

Greg Wilensky, Head of U.S. Fixed Income, Portfolio Manager; Jeremiah Buckley, Portfolio Manager
Janus Henderson Investors, 19 July 2023
Investment Review April 2023

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

''... the only thing the Fed hates more than inflation is a banking crisis.''

Quote

Fisher Investments Editorial Staff, As Winter Wanes, Prices Continue to Cool, Inflation is easing even more than headline data suggest.
Fisher Investments, March 14, 2023
US Equity Performance vs. the Rest of the World

US Equity Performance vs. the Rest of the World

10 Years Ended 31 December 2022

T. Rowe Price,  February 2023
The Lost Decade

The Lost Decade

”2022 was one of the worst years for fixed-income investors in history. Bonds lost money. Stocks lost money. Crypto lost money. Inflation rose to levels not seen since the 1980s. The only thing that increased in value were commodities. You have to go back to the Civil War in the United States or the Napoleonic Wars in Britain to find a worse year for bonds”.

Dr. Bryan Taylor, Chief Economist
Global Financial Data, February 22, 2023
Pension Funds  Asset Allocation 2022

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

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

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

Domestic bonds over total bond exposure

1999 - 2022

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

American Pie

"When inflation appeared, it was deemed transitory. When it persisted, there was a pause of disbelief. Then everyone lost their nerve."

Henry Maxey, Chief Investment Officer
Ruffer, The Ruffer Review, February 2023
Stock pickers’ paradise: market breadth is at a 20+ year high”.

Stock pickers’ paradise: market breadth is at a 20+ year high”.

Alexandra Morris, Investment Director
Skagen, 27 January 2023
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

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
Vanguard Balanced Index Fund Admiral Shares

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2022 (31.12) YTD Returns

Vanguard, January 2023
Pictet LPP 2000 Swiss Pension Fund Indices

Pictet LPP 2000 Swiss Pension Fund Indices

2022 YTD Returns (31.12.2022)

Pictet Asset Management SA, January 2023

''Clarity in the stock market is always expensive to buy!''

Quote

Ken Fisher, Founder and Executive Chairman of Fisher Investments
Fisher Investments, Ken Fisher Debunks: “Don’t Buy In Until There is Clarity That You’re in a Bull Market”, 9 December 2022
Ken Fisher Debunks:

Ken Fisher Debunks:

“Don’t Buy In Until There is Clarity That You’re in a Bull Market”,

Ken Fisher, Founder and Executive Chairman of Fisher Investments
Fisher Investments, 9 December 2022

Singled Out: Historical Performance of Individual Stocks

Bryan Ting, PhD, Researcher; Wes Crill, PhD, Head of Investment Strategists and Vice President
Dimensional, Insights, May 11, 2022
The More Things Change…

The More Things Change…

I stopped in a local antique shop over the weekend. The owner is retiring and trying to clear out as much as she can before they close the doors so I paid a mere $3 for the Life magazine above. I think it might be worth many multiples of that price for investors who think our situation today is somehow uniquely bad. The cover headline could just as easily be describing today as 1970.

Joseph Y. Calhoun III
Alhambra Investments, Weekly Market Pulse: The More Things Change… September 5th, 2022
Performance of US equities in the 1970s

Performance of US equities in the 1970s

Marko Gränitz (guest author), Stagflation, then and now
LGT, May 18, 2022
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