Blog

us.jpg   fr.jpg

Extreme Market Concentration since 1964

image022.png

Rolling 10-year US Stock Returns since 1914

image021.png

European Stocks Are Almost the Cheapest Ever Versus The US since 2006

image020.png

European Stocks are Almost the Cheapest Ever Versus the US since 2006

image019.png

Stock Yields vs. Bond Yields: 1926-2023

image018.png

Globally Diversified Portfolio (1973-2022)

image017.png

Cash yields typically decline sharply following the Fed’s final hike

image016.png

There have always been reasons to sell, but markets have been resilient

image015.png

Bonds have benefited as Fed neared end of rate hikes

image014.png

Stocks and Bonds Have Outpaced Cash After a Fed Hiking Cycle

Syndicate content