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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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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Dividend Policy and Global Stock Returns

Larry Swedroe reviews a new study into how a country’s aggregate dividend payout rate affects its equity returns. Read more

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Mutual Fund Benchmark Discrepancies Can Fool Investors

Some active mutual funds have prospectus benchmarks that understate risk and, thus, overstate relative performance. Read more

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The Long-Term Evidence on Factor-Based Investing

Larry Swedroe digests a study that uses more than 100 years of data from around the world to determine if there’s good reason to believe a set of common factors will persist, or whether they’re just anomalies that tend to disappear after they become known. Read more

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