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Back to the future for pension & insurance companies?

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Asset class performance in different dollar environments since 1974

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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International and US relative performance since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Investing at the end of a downturn has been more rewarding in HY than equities since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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The interquartile spread in private equity is far higher than in any other asset class

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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H1 total returns of US treasury (or proxy) index, the worst H1 since 1788

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Rolling 3-year average annual return for bonds since 1926 and bonds following a 3 year period in which they lost money

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Rolling 10-year correlation between US equities and US treasuries since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 index declines of 20% or more since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Stock prices and income since 1947

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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