article thumbnail

Recency Bias!!!

Walkner Condon Financial Advisors

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. In the more recent decade not including 2023 (2003-2012), U.S. During the 2003-2012 period, U.S. Large Cap, Developed ex-U.S.

Assets 59
article thumbnail

Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

James Hendries

Since then, value has outperformed growth for the longest sustained period since 2003–2007. The monetary factor is the factor we are focused on, as the two periods of sustained value outperformance in the last 20 years (now, and 2003-2007) coincide with the last two periods when both market interest rates (measured by the 10-year U.S.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

R K Swamy IPO Review – Financials, GMP and More

Trade Brains

It conducted the Indian Readership survey for 10 years from 2003 – 2012, covering over 20 Lakh in-person interviews. Investment Rs. Cr will be invested in IT Infrastructure development of subsidiaries Hansa Research and Hansa Customer Equity Rs. The IPO valuation also seems expensive at the PE of 40x.

article thumbnail

Transcript: Luis Berruga, Global X ETFs

The Big Picture

Many financial advisors and clients are telling us that an investment approach that looks into the future is needed, and that’s where thematic investing comes into play. And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? BERRUGA: This is 2003.

Clients 154