Download: Barclays Equity Gilt Study 2013

Every year Barclays publishes the popular Equity Gilt Study which contains a multitude of fascinating charts and data. The following are some of the charts from the report for 2013. a) UK Asset Returns since 1899 Click to enlarge b) US Asset Returns over many periods c) The importance of reinvestment You can download the full report in pdf …

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Download: Credit Suisse Global Investment Returns Yearbook 2014

Every year Credit Suisse publishes their famous Global Investment Returns Yearbook. This year’s version was released back in February. This year’s report includes many fascinating charts and facts. The entire report is worth a review. Below are some sample charts from the Credit Suisse Global Investment Returns Yearbook 2014: 1) Relative size of World Stock Markets at …

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Five Large-Cap Foreign Companies To Consider Instead of Their U.S. Peers

The dividend yield of the S&P 500 has stayed at around 2% for many years.Investors looking for higher yields can consider foreign equities many of which have much higher dividend yields.Traditionally European companies tend to have higher dividend yields than U.S. firms. Despite withholding taxes on dividends imposed on U.S. investors by most foreign governments and other …

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S&P 500 Index Calendar-Year Returns and Market Corrections 1980–2013

The S&P 500 closed at a record 2,000 yesterday. The index first crossed that milestone the day before. The following quote from The Heard on the Street column in  The Wall Street Journal puts this figure in perspective: As Howard Silverblatt of S&P Dow Jones Indices points out, it has taken 16 years for the benchmark …

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Why Investing in U.S. Multinationals is Not the Same as Investing in Foreign Companies

One way to invest in foreign markets is by simply buying stocks of U.S. multinationals. With these firms investors need not worry too much about lack  of transparency, governance, accounting issues, etc. as they follow U.S. laws and adhere to the standards common to businesses operating in the U.S. Hence by investing in these multinationals investors …

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