Research in this video:

Long-Horizon Losses in Stocks, Bonds, and Bills
https://papers.ssrn.com/sol3/papers.c...

Credit Suisse Global Investment Returns Yearbook 2023 Summary Edition
https://www.credit-suisse.com/media/a...

Aswath Damodaran US Asset Returns
https://pages.stern.nyu.edu/~adamodar...

Financial Planning
I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services, please follow this link: https://go.novawm.com/getintouch


DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James’ own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested.





00:00 Intro
00:51 You’ve lost sight of your goals
09:08 High interest rates, higher returns?

DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James’ own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance.

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