August Is The Worst Month For Emerging Market Equities

Many emerging market stocks have performed poorly so far this year. After a strong run until last year, emerging markets have declined this year due to a multitude of factors including rising oil prices, impact of trade war initiated by the US, rising US dollar, etc. Hence some of the major markets of the developing …

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S&P 500 Intra-Year Declines and Annual Price Returns 1948 to 2017: Chart

One of the biggest factors that impact investor returns with equity investing is selling out when markets correct.  Patience and not panicking is the key to long-term success with stocks. Just as stocks can go up they go down as well. For instance, the S&P 500 has seen annual average declines of 13.8% since 1948. …

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Central Bank Balance Sheets as a Percentage of GDP For Major Economies

The Balance Sheets of Central Bank of major economies have been increasing for many years now as a result of the many Quantitative Easing(QE) programs implements. The following chart shows the Central Bank Balance Sheets as a Percentage of GDP For Major Economies: Click to enlarge Source: The Long Unwinding Road—Navigating Regime Shift, T.Rowe Price

The Periodic Table of Total Returns for Asset Classes 2000 to 2017

The Periodic Table of Total Returns for Asset Classes is hard to find on the internet. The regular Periodic Table by Callan and others based on price returns is widely available online. Since total return is more important just than price returns for long-term investors the following chart is especially fascinating for analyzing returns. The …

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