Below is a weekly summary of our research findings for 11/25/19 through 11/29/19. 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.
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- Hold Stocks Only After All-time Market Highs?
Evidence since inception of SPY does not support belief that the All-time High strategy as applied to the S&P 500 Index is a great strategy. - Asset Class Return Expectations and Allocations of Sophisticated Investors
Evidence indicates that sophisticated pension fund managers allocate about 70% of assets to stocks and bonds (with 65-35 ratio), and that they believe in portfolio performance persistence. - Misleading Mutual Fund Classifications?
Evidence indicates that investors should verify Morningstar mutual fund risk categories when using them to screen U.S. corporate bond funds, with special attention to certain fund families. - GDP Growth and Stock Market Returns
Evidence from simple tests on available data offers some support for a belief that strong (weak) growth in GDP and its non-government components may precede a relatively weak (strong) stock market several quarters and years later.
