Asset classes, like small-cap value or large-cap growth, don’t have one, absolute definition. They same label can represent different methodologies with sizable differences in outcomes, highlighting the importance of looking beyond a name.
While it might be tempting to chase top-performing sectors, we demonstrate why in a broadly diversified portfolio, every sector doesn’t have to increase in value over any period to earn a positive return over the long term.
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: Time the Market at Your Peril CONTINUE READING
In September, we reported on the returns of U.S. stocks during economic business cycles of the past 50 years. There’s reason to believe the U.S. is currently facing a slowdown induced by higher interest rates (i.e., a slowdown in consumer spending) despite positive gross domestic product (GDP) growth during the last quarter following two quarters …
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: What Drives Investment Returns? Start with Ingenuity. CONTINUE READING
The U.S. stock market continues to record losses in 2022, and the U.S. economy shows signs that we are either in or may soon face a recession. Four charts help illustrate why we think sticking with stocks through tough times is still likely the better path forward for investors than jumping in and out of …
Stocks and bonds often get the spotlight among investors, but real estate can also play a valuable role in long-term asset allocations. For example, real estate and rental income may help provide a long-term hedge to running inflation. Income derived from real estate investments may help investors fund spending needs over time or contribute to …
The Great Real Estate Debate: Public vs. Private Read More »
Back in 2020, special purpose acquisition companies, known as SPACs and sometimes referred to as blank-check companies, gained newfound fame among investors. SPACs are investment vehicles that undergo an initial public offering (IPO) to raise capital for the purpose of later identifying a private company and forming a merger agreement to take the company public. …
By: Meir Statman, Ph.D. Consultant to Avantis Investors “Spend money, but don’t waste it,” my mother said. I learned my first lessons about saving and spending from my parents, listening to their words and watching their behavior. I recall going with my mother to a bookstore to buy the textbooks for 4th or 5th grade. …
This article was provided by Avantis Investors and we have been given permission to share this information with our clients and potential clients. While investors continue to grapple with market turbulence, many may have missed that U.S. stocks recorded their highest trading volume of the past year on Friday, June 24. On this day alone, …
Trading Places: The Blip on the Radar That Can Cost Index Fund Investors Read More »
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