Guide to Retirement 2024, J.P. Morgan Asset Management
This reform guide, updated annually, provides an effective and comprehensive framework for retirement planning. It contains several charts that explain...
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Global Investment Returns Yearbook 2023, Credit Suisse Research Institute
The Credit Suisse Global Investment Returns Yearbook is based on a unique database that provides a historical record of the...
Asset allocation by economic cycles, and the importance of age in asset allocation
The allocation of assets by economic cycles as a variant of tactics or dynamics Age is a simple factor in...
The 4 Financial Asset Allocation Strategies Used by Individual Investors
What is asset allocation and why is it important for investments? Top 4 Asset Allocation Strategies #1 Strategic asset allocation...
Insurance Series: Part 3.2 – Financial Life Insurance: Costs, Advantages and Disadvantages
The Cost of Financial Life Insurance The use, applications and interest of financial life insurance The advantages and disadvantages of...
Insurance Series: Part 3.1 – Financial Life Insurance: Description and Features
Complete life insurance products have a financial component Simple term or term life insurance Complete life insurance with fixed interest...
3Q24 Financial Markets Outlook: S&P 500 back at highs, taking off from other markets
The S&P 500 continues to hit highs, in a cycle that started at the end of 2022, concentrated in the...
Investing in Secular Stocks Series: Part 4.3 – Relationship between ROIC and the PER and PEG market multiples
The effect of ROIC on valuations by PER and PEG multiples The ROIC of the various sectors of activity The...
Investing in Secular Stocks Series: Part 4.2 – The Importance of ROIC in Fundamental Valuation
Return on Invested Capital (ROIC) as the key metric in fundamental valuation and Gordon's model ROIC in the evaluation of...
Choose to invest in the S&P 500 (“Cap Weight”), or the S&P 500 “Equal Weight”?
Investing in the S&P 500 index (cap-weight) is the most common investment for private investors The return on this investment...
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