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Three strong years in a row for stocks and consecutive years with negative bond returns are considered in this December issue of Student of the Market. Stock market volatility in the past decade, growth versus value, and inflation stats as well.
Seasonal Stocks and Bond Market returns, with a focus on stocks by size and stock sectors can be found in this month’s Student of the Market. Is there a seasonal period of higher returns historically? A look at 2021 as one of the worst years ever for bonds. Plus income asset classes and a breakdown of food inflation over a 12 month period.
This Student of the Market looks at what happened in September with stock market returns and an overview of 2021 for bond market returns. Growth versus Value is charted along with Long-Term Bond returns, and alternative fund flows. A helpful chart illustrates a broad category and specific category breakdown of what goes into Headline inflation.
A brief look at the 20 best starts in history for stocks and how the last 4 months of the year could unfold. Also included in this Student of the Market are stats on the seasonality of U.S. stocks, a review of both stock and bond fund flows, housing price inflation and a visual on the value of systemic investing.
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.