Investment Office
Selecting relevant market observations
Pyramid Distribution of US Equity Returns: 1825 – 2010
The Callan Periodic Table of Investment Returns
Nominal and Real Returns on Swiss Asset Classes: 1900-2000
Nominal and Real Returns on World Asset Classes: 1900-2000
Nominal and Real Returns on Japanese Asset Classes: 1900-2000
Equity Indices: 1996 – 2011
Equity Indices: 2007-2011
Equity Indices priced in Gold: 1996 – 2011
Equity Indices priced in Gold: 2007 – 2011
Balanced Portfolio Strategies since 1994
Balanced Portfolio Strategies since 2000
S&P 500 Index priced in Gold
Themes
Asia
Bonds
Bubbles and Crashes
Business CyclesCentral Banks
China
CommoditiesContrarian
Corporates
Creative DestructionCredit Crunch
Currencies
Current Account
DeflationDepression
EquityEuropeFinancial CrisisFiscal Policy
Germany
Gloom and DoomGold
Government Debt
Historical Patterns
Household DebtInflation
Interest Rates
Japan
Market Timing
Misperceptions
Monetary PolicyOilPanicsPermabearsPIIGSPredictions
ProductivityReal Estate
Seasonality
Sovereign BondsSystemic Risk
Switzerland
Tail Risk
Technology
Tipping PointTrade Balance
U.S.A.Uncertainty
Valuations
Yield
