Three things investors can do to survive this bear market and thrive in its aftermath. Topics covered include: What are bear markets, how often do they occur, and how long do they lastHow the current bear market differs from previous onesHow severe have losses been for various asset classesHow have asset class long-term expected returns changed since last November when the sell-off beganWhat actions can investors take to make it through this bear market and take advantage of … [Read more...]
191: Has The Bond Bear Market Begun?
Why interest rates are increasing and what could happen to bonds, stocks and the economy if rates returned to more normal levels. Photo by Jessica Weiller In this episode you’ll learn: How nominal interest rates can be decomposed into subcomponents such as the real yield, inflation expectations and the term premium.What would need to happen to the subcomponents of interest rates for nominal yields to rise.How supply and demand for bonds impacts interest rates.How to … [Read more...]
189 Plus: Emerging Markets, Commodities, Bond Bear Market and A Member Portfolio Review
This week January 27, 2018 on Money For the Rest of Us Plus, we analyze the historical and expected returns of emerging markets equity compared to U.S. stocks, and how changes in valuations have influenced their respective returns. We look at investing in commodities futures and why they are not in the model portfolios. We discuss "bond bear markets" and what has or will be done to the model portfolios in the face of rising interest rates. Finally, we review a member's portfolio to … [Read more...]