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    

Blog

us.jpg   fr.jpg

The global wealth pyramid (2023)

The global wealth pyramid.png

Top Advisor Average Expected 10-Year Returns

yur.png

Percentage of adults by wealth band in sample of markets (Wealth Report, 2000-2023)

Percentage of adults by wealth band in our sample of markets.png

Since the financial crisis US real house prices have risen by more than 50 per cent

sah.png

Index of US House Price to Rent Ratio

yes.png

The expected 10-year return on a 60/40 portfolio has varied through time (Wellington, 2001-2024)

The expected 10-year return on a 60:40 portfolio has varied through time.png

Bond yields have surpassed the S&P 500 Index earnings yield (Wellington, 1996-2024)

Bond yields have surpassed the S&P 500 Index earnings yield.png

Historically Strong Risk-Adjusted Returns (PGIM, 2012-2024)

Historically Strong Risk-Adjusted Returns.png

S&P 500 Index Performance Among Strongest Since 1928 (Bloomberg, 1928-2024)

S&P 500 Index Performance Among Strongest Since 1928.png

Likelihood of stocks out preforming bonds in the US

Picture2.png

Syndicate content