Investments, private markets & returns
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Domestic ownership of government bonds in the United States is higher than in other EU countries
Domestic ownership of government #bonds in the United States is higher than in other EU countries. Local investors in Greece are not very keen to hold local government bonds. Greece’s government debt crisis is likely to be the main contributing factor to the low domestic ownership of local government bonds. The country’s debt crisis eroded…
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Let’s try some different LinkedIn post types — At what age did you start investing?
Let’s try some different LinkedIn post types. When did you make the first #investment in your life? 💹 #investing #stockmarket Poll: At what age did you start investing? <20: 29% 20-29: 53% 30-39: 17% 40+: 1% 148 votes
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Starting early and investing are the keys to compounding returns
Starting early and #investing are the keys to compounding returns: A simple, but informative visualization from JP Morgan illustrates a few scenarios involving consistent cash savers, and early, late, and consistent investors: The best returns are achieved by early and consistent investors (Multiple of Money (MoM) = 5.36x). A late investor who invests much more…
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Investment Return Expectations Differ Significantly Between Financial Professionals and Investors
Investment Return Expectations differ significantly between financial professionals and investors. Based on the Natixis Y2023 investors’ survey, over the long term, individual investors expect average investment returns of 12.8%, while financial professionals expect 9.0%. 🔹 As a reference point, on average, the S&P 500 has returned 10.4% annually between 1924-2023.🔹 The expectation gap differs in…
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What are the differences in long-term asset allocation among different types of institutions?
𝐖𝐡𝐚𝐭 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬 𝐢𝐧 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐚𝐬𝐬𝐞𝐭 𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐦𝐨𝐧𝐠 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭 𝐭𝐲𝐩𝐞𝐬 𝐨𝐟 𝐢𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐬? Endowments and foundations are generally considered to be the most aggressive allocators to private markets, with an average allocation of about 33% of their portfolios, due to long-term horizon, potential for higher returns, diversification benefits, and access to unique investment opportunities. However,…