Home > Economy

Economy

us.jpg   fr.jpg

Public markets have been considerably more volatile

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

242.png

Hypothetical AQR industry and dollar neutral all country value portfolio beginning in 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

240.png

Performance cycles: Small cap vs. large cap since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

239.png

Performance cycles: Small cap value vs. all other small cap since 1963

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

238.png

MSCI EAFE vs. MSCI USA since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

235.png

Inflation expectations and value's performance Russell 1000 value vs. Russell 1000 growth since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

232.png

The last three significant tightening cycles

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

224.png

Percentage of US active equity funds outperforming their benchmark since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

222.png

Components of equity CMAs (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

221.png

Back to the future for pension & insurance companies?

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

219.png

Syndicate content