BAM Intelligence

Maintaining a Globally Diversified Portfolio

Jared Kizer looks at five reasons why you should remain committed to a globally diversified approach. Read more

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The Curious Behavior of TIPS

Jared Kizer takes a look at the clear empirical relationship between those fixed income securities and the credit risk premium. Read more

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Inverted Yield Curves and Future Equity Returns

A lot of investors are curious to know what an inverted yield curve, if one occurs, might mean for the stock market. In an analysis of Fed data, Jared Kizer concludes such inversions don’t preordain poor equity returns and that other context matters. Read more

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Estimating Underperformance Probabilities

Jared Kizer crunches the data to get a more realistic sense of the odds that four common factors will underperform over various periods. Read more

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Is Company Size Irrelevant?

On paper, there is abundant evidence that various return premia have been larger in small-cap stocks compared to large-cap stocks. Table 1, for example, shows the value premium in U.S. and international developed large-cap and small-cap stocks going back as… Read more

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