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The Global Investment Returns Yearbook 2025 highlights the significance of diversification in reducing portfolio risk amid rising market concentration. With 125 years of data, it reveals that while 21st-century equity returns have been lower than those of the 20th century, global stocks still achieved an annualized real return of 3.5%. The Yearbook emphasizes the importance of a long-term investment perspective and disciplined asset allocation strategies.
The UBS Global Investment Returns Yearbook 2025 reveals significant shifts in market dynamics over 125 years, highlighting that 80% of U.S. company value in 1900 is now in marginal sectors, while stocks have dramatically outperformed bonds and inflation. Market concentration has surged, with the U.S. now holding 64% of global capitalization, primarily driven by technology stocks. Despite globalization's impact on market movements, international diversification remains crucial for managing volatility, and inflation continues to influence long-term asset returns.
The Global Investment Returns Yearbook 2024 forecasts lower returns for future generations compared to previous ones, although expectations have improved by 200bps since two years ago. A new chapter highlights the significance of corporate bonds, revealing their substantial credit risk premium and the distinct nature of this asset class. Covering 35 markets, the Yearbook emphasizes the importance of historical performance in shaping future investment strategies amid transitioning interest rates and inflation levels.
Dan Dowd
People
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
global investment returns yearbook 2025 highlights importance of diversification and long-term trends
10:45 04.03.2025
long term investment trends insights from 125 years of data
10:44 04.03.2025
global investment returns yearbook forecasts lower future returns for investors
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15:17 19.11.2024
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