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BAM Intelligence

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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Why Corporate Bonds Aren’t Worth the Risk

Citywire magazine contributor John Coumarianos looks into research on the credit premium from our own Jared Kizer. Read more

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Reexamining the Need for Corporate Bonds

Larry Swedroe unpacks some recent research from our own Jared Kizer that shows the risk already found in a portfolio of stocks and government bonds can make owning corporate bonds redundant for many investors. Read more

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