The “10 Plagues” of Retirement Investing
Robert Isbitts of Sungarden Investment Research notes “10 plagues that today’s retired and retiring investors must grapple with.” Read the full article >>
Tag: Interest Rates
The Old Normal is Scary Enough
Evan Simonoff reports “If the New Normal prevails—meaning a 4.5% real annualized rate of return on equities and a 1.5% real returns on bonds—then standard retirement rules like Bill Bengen’s 4.5% withdrawal rate for retirees and a 15% savings rate for workers won’t cut the mustard.” Read the full article >>
Fearful of Rising Interest Rates? Try this!
This Vanguard whitepaper discusses the use of global bonds in a rising-rate environment. “Although investors cannot control when and by how much their domestic interest rates may rise, they can help mitigate the associated risk by more broadly diversifying their fixed income holdings. Christopher B. Philips and Charles J. Thomas show that during periods of Read more about Fearful of Rising Interest Rates? Try this![…]
US Inflation and the Returns in Global Stock and Bond Markets
“This study examines the relation between US inflation and the returns on stock and bond indices. The indices include both US and world ex-US versions. The non-US indices are included to assess the extent to which securities in other countries have been impacted by US inflation. The results indicate that the link between US inflation Read more about US Inflation and the Returns in Global Stock and Bond Markets[…]
Forecasting Bond Returns
Forecasting Bond Returns in the New Normal – Saumil Parikh
Using High-Income Stocks as a Bond Substitute
Using High-Income Stocks as a Bond Substitute – Mike Piper