asset returns

Shares have rebounded on Trump’s tariff retreat, but his erratic policy shifts could weigh on long-term return expectations.

Political events can cause uncertainty and disruption, impacting prices and trade with global implications.

With the La Niña weather pattern inundating us with rain this past year, it’s hard to imagine that drought is looming, but as central banks continue to tighten, the...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

Between the introduction of modern portfolio construction methods and until very recently, bonds played a key role in most investors’ multi-asset portfolios. In the...

While the COVID-19 vaccines have spurred a wave of market exuberance, pushing up share prices of some healthcare companies that were at the forefront of the vaccine...

Do investors in American – and, by implication, global – markets receive higher returns when Democrats occupy the White House? Over the past few months, several...

The past financial year was poor for investors as coronavirus knocked economies into what is likely to be their biggest hit since the 1930s. Shares were hit hard, but...

In January 2017 Providence published a whitepaper on Long Term Returns. At the time we suggested that Long Term returns from a traditional balanced portfolio were...