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Inflation touches everyone’s purchasing power. This Student of the Market Special Edition is designed to answer questions you might have about the current inflation challenge. It also gives a historical context and provides data insight into portfolio performance during inflationary periods.
We’ve only seen 4 other time periods since 1926 with back-to-back calendar years of both stock returns above 16% and bond returns above 7%. This Student of the Market for July looks at those stats, along with the top 20 best starts to a year for stocks, long-term equity cycles, taxable bond fund flows and interesting inflation disconnects.
2021 had the 4th worst start for bonds. This Student of the Market looks at how “Worst Starts” bounce back historically. Combine this with the stats on the 3rd best start for value stocks. Also included are insights for cash on the sidelines, equity fund assets, investing signals, and recent inflation basics.
This May edition of the Student of the Market looks at recent stats and trends, such as value performance, fund flows, seasonal stock returns, as well as providing a quick primer on inflation.
A quick look at the average monthly return following January, upside and downside captures, Market timing, fund flows and the historic bounce back in small cap stocks.
This new year summary recalls historic returns in the U.S. stock market in the past two years. Plus important stats on risk, volatility, assets and diversity, including the historic divergence between equity mutual fund and ETF flows.
This special report looks at the historical market returns in the context of presidential elections, which parties are in control of Congress, and various government election outcomes. While nobody can predict the future, and past results don't guarantee future outcomes, this report gives some insights as to what the financial landscape might look like after the 2020 elections.
This special report looks at the historical market returns in the context of presidential elections, which parties are in control of Congress, and various government election outcomes. While nobody can predict the future, and past results don't guarantee future outcomes, this report gives some insights as to what the financial landscape might look like after the 2020 elections.