America's recent economic performance has been a surprise, as it's managed to outperform many other markets over the last quarter century. We review the insights from the Global Investment Returns Yearbook, discussing how the US has thrived and what that means for future investment strategies. Our guests, Elroy Dimson and Kiran Ganesh, share their expertise on market trends, the importance of diversification, and the implications of recent economic shifts. We also explore the complexities of factors like equity risk premium and the evolving role of bonds in an investment portfolio. Join us as we explore these themes and consider what’s next for investors in a changing global landscape. You can read the Global Investment Returns Yearbook here.
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Episode TimeStamps:
02:19 - Introduction to Elroy Dimson and Kiran Ganesh
09:21 - What kind of feedback do they get from clients?
13:04 - Stocks for the long run?
17:41 - Is the US losing its grip on its economy?
24:08 - Are indicies becoming more crucial for portfolios?
25:39 - Ranking equity markets according to risk
27:22 - How often should we expect economic collapses?
29:13 - The surprising outcomes of bonds
34:00 - Bonds - are we returning to 1999?
38:31 - Which asset classes are the optimal inflation hedges?
40:47 - Where do most of their returns come from?
41:56 - How they approach the evolving interest rate landscape
43:49 - The state of Bitcoin and alternative assets
49:59 - Key insights to factor investing
54:38 - Is value investing becoming structurally more challenged?
55:48 - Performance expectations in the major asset classes
57:36 - Advice for constructing a solid long term portfolio
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