Reading Time: 5 minutes What returns should I expect from my investments? Easy question, difficult answer. A lot of books and many, many column inches have been taken up debating that one. Of course, the most defensible answer is “no-one knows for sure”, but this isn’t helpful. For financial planning we need a forecast to start from and we … More The million dollar question
Reading Time: 3 minutes Market volatility this August caused many asset classes to be in the red when viewed over the year to 30 September 2015. We’ve long believed that to evaluate asset classes over long periods its more helpful to look at a measure of the risk-adjusted returns (such as the sharpe ratio) than pure returns – you … More Market Volatility Hits Asset Returns
Reading Time: 3 minutes We’ve been through an amazingly benign and profitable time for investors in many financial markets, something I discussed further here. That’s great to know, especially for those that participated. Not so helpful going forward. A better question is- What’s your expected future return from equities (and other assets)? Simple question, tricky answer. And one we … More Many Happy (Asset) Returns – part 2
