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
International contact details:
Email: admin@c-bm.biz
Skype: steven.j.cohen
 
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Steven J Cohen CFA
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+41 (0)7675 367 38

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FINMA SRO Polyreg Membership
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Steven J Cohen CFA
California


+1.310.923.5823

Investment Adviser Firm
SEC Firm CRD # 280027
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UK & Rest of World
Steven J Cohen CFA



+44 (0)7770 275 489
Canada
Steven J Cohen CFA



+1.310.923.5823

British Columbia Securities
Commission Foreign Investment
Advisor