Below is a weekly summary of our research findings for 10/12/20 through 10/16/20. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs.
Subscribers: To receive these weekly digests via email, click here to sign up for our mailing list.
- Gold Globally
Evidence indicates that gold broadly functions as a hedge and safe haven for equities, European government bonds and inflation. - CPI and Stocks Over the Short and Intermediate Terms
Evidence from a variety of simple tests offers very little support for belief that U.S. CPI data alone is useful for short-term or intermediate-term timing of the broad U.S. stock market. - Indicators of U.S. Presidential Re-election Results
Evidence indicates that U.S. stock market performance is a better indicator of U.S. presidential re-election outcomes than economic variables such as GDP, inflation and unemployment. - Value Investing Not Dead?
Recent evidence against value investing, driven by exceptional widening of the valuation spread between value and growth stocks, is not strong enough to declare its death. Assuming this spread will not continue to widen, value is poised to beat growth. - How Canadian Pension Funds Outperform
Evidence from Canadian versus non-Canadian pension fund performance results suggest that the more hands-on approach of the former is preferable.
