Posts filed under “Markets”
Source: Research Affiliates
Rob Arnott of Research Affiliates writes:
In a world of low bond yields and slow economic growth, historically realized 5-6% real (7-8% nominal) asset class returns may be unrealistic expectations for the future.
In other words, assets with above-average valuations may not deliver the sort of returns people came to expect before the credit crisis.
What’s an investor to do?
Thankfully, we have a chart.
Succinct Summations of Week ending October 17th Positives: 1. Initial jobless claims came in at 264k, their lowest numbers since 2000. 2. Gasoline prices fell to their lowest levels since 2011. 3. Russell 2000 actually finished up 2.8% on the week. 4. U of M consumer confidence came in at 86.4, the best since 2007….Read More
The change in tone in the equity markets is unmistakable: There is a palpable tension that leads some money managers to shoot first and ask questions later. The net result of that anxiety can be seen in the flood of new money into U.S Treasuries, which ever so briefly drove the yield on the 10…Read More
We are having a few people over this evening to chat markets, economy and corrections. If anyone wants to come by this evening, we are at The Edgar at Mayflower Renaissance in D.C. Come on by at 6pm and say hello!
click for ginormous chart Source: JP Morgan One of my favorite charts to show people is the long-term market returns since 1900. I find it is incredibly telling in the information provided by a very simply line chart. Have a look at the chart nearby. It is from JP Morgan’s quarterly chart book…Read More