Professor Money Bear

Tag: bond yields

  • A Rough Quarter-to-Date for Equities Brings Forth Higher Expected Returns

    (As of Nov. 6, 2023) October 2023 was a rough month for investment returns, with asset class returns in these ranges (as implemented via Dimensional Funds Advisors’ mutual funds and ETFs):             U.S. Large Company stocks:                               – 1.6% to -4.2%, approximately U.S. Small Company stocks:                               – 4.8% to -6.5%, approximately             Foreign Developed Markets Small…

  • Revisiting the Expected Returns of Various Asset Classes

    September 30, 2023 After a stellar first half of 2023, the third quarter of 2023 saw losses in most U.S. stock asset classes, and even more significant losses in many U.S. real estate-related asset classes. Despite a dismal September, for the quarter foreign developed markets and emerging markets fared generally better. While there are many…