A Historic Comparison Of The Major Asset Classes.
Helps
- Indicate both the general direction and volatility of each asset class.
- Monitor both fundamental factors and short term influences allows identification of cost effective switching points.
- Provide potential benchmarks, target weightings and permitted deviations to meet the requirements of client mandates.
Global Stock Market Returns
 |  |  |  |  |  |
 |  |  |  |  |
Source: MSCI
Source: ZKB
Source: St Louis Fed / IG Index
Canton Zurich House Price Index
US Dollar Returns
Rated Bond Returns
Source: St Louis Fed / IG Index
| Steven J CohenCFA Results That Count - Bespoke Advantage |
|