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Blog

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Does value last year tell us about this year?

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US personal savings rate (average - 1959-2022)

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Asset class returns in an inflation cycle

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US and Euro investment grade yields - highs not seen in a decade

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US convertible default rates remain low over long term

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The home price correction is sharpest out west

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Relative equity market performance: USA vs. RoW since 1973

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S&P 500 returns during rate hike cycles

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S&P 500 rolling 30 year returns: 1926-2023

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S&P 500 rolling 20 year returns: 1926-2023

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