Global Investment Returns 2024
Elroy Dimson, co-author of the UBS Global Investment Returns Yearbook 2024, joins us to look at how returns in equities and bonds across the world fared. The Investment Returns Yearbook takes a historical view spanning many decades to filter out the noise and see how more recent returns in bond and equity markets fit within the larger historical timeframe.
The UBS Global Investment Returns Yearbook 2024 looks at corporate bond factors, the illiquidity premium, and intriguing anomalies like fallen angels. It also highlights the continuing dominance of the US equity markets which now accounts for 60.5% of the world's equity market.
You can download a summary of the Yearbook at tinyurl.com/GIRY24
00:00 Global returns Yearbook
02:38 Historical returns and inflation effects
18:09 Equity Risk Premium and future outlook
25:27 Market Concentration and Crashes
35:54 Investment Strategies and Factor premiums
