This chart shows the yield of the 10-year U.S. Treasury from 09/30/1980 through 09/30 of this year. It is split by 10-year intervals showing the annualized return due to a decline in rates. But, rates cannot fall below zero. It may be a good time to evaluate fixed income allocations. Source: J.P. Morgan
Tag Archives: Diversify
New Client Articles
We’ve added 5 new Client Articles: A Primer on Hedge Funds Benefits of Diversification Financial Steps to Take When Someone Dies In Case of Emergency Make the Most of Company Benefits The Asset Allocation Puzzle {more}
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Going with the “Flows”
Source: J.P. Morgan Asset Management
Do hedge funds hedge?
…the experience of the Great Recession Source: Vanguard | 06/03/2010 The recent Great Recession provides a unique opportunity to examine the experience of hedge fund investors. Many investors believe that hedge fund managers have the flexibility to avoid the disastrous consequences of extreme market events. However, during the turmoil of the past few years, [...]
Opportunities in International Investing
More and more, we are finding it easier to justify our higher allocations to international equities. Roughly 55% of the investable equity universe, by market cap, is outside of the U.S. Also, world GDP has outpaced the U.S. GDP every year this decade; moreover, emerging markets have seen average GDP growth since 2000 of 5.9% [...]
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Bubbles…Is Gold next?
The WSJ recently published a chart that we thought was worth examining, and then noting here. The chart draws an excellent comparison between the recent surge in gold prices to previous bubbles of the last decade, giving us a cautionary perspective for those pouring money into gold today:
Forecasting: Interest Rates and Market Changes
The function of economic forecasting is to make astrology look respectable. – John Kenneth Galbraith I’ve been in the forecasting business for 50 years, and I’m no better than I ever was, and nobody else is either. – Alan Greenspan And the cost of reacting to forecasts, stock market promoters and other financial [...]