us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Blog

Blog

us.jpg   fr.jpg

Long-run returns of key asset classes offer important lessons for asset allocators

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

771.png

The US has had an extraordinary last decade

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

770.png

Real asset class returns 1976-2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

767.png

The cost of waiting

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

766.png

Returns on a 60/40 balanced portfolio are expected to be roughly half of what investors realized over the last decade

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

765.png

Aggregate fixed income appears to be fairly valued, but pockets are stretched

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

764.png

Low expected returns for global equities, but opportunities exist

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

761.png

Bonds can still do well in rising rate environments

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

757.png

Real S&P/Case-Shiller home price indexes year-over-year since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

756.png

Equity market 10-year outlook: Setting reasonable expectations

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

751.png

Syndicate content