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2022 – 11 weekly bits and bites

Credit Suisse Global Investment Returns Yearbook 2022

The Credit Suisse Global Investment Returns Yearbook is the authoritative guide to historical long-run returns. Published by the Credit Suisse Research Institute in collaboration with London Business School, it now covers all the main asset categories in 35 countries (including 3 new markets this year). Most of these markets, as well as the 90-country world index, have 122 years of data since 1900.

The winds of change are blowing in financial markets, making the Yearbook’s historical perspective especially relevant. This year’s volume provides timely new evidence on asset returns during inflation and interest rate hiking cycles. Currently, it is vitally important to review portfolio diversification, which is the topic of the Yearbook’s special focus chapter.

(many min _ CreditSuisse)

Do you have any idea how abjectly absurd it is for anyone managing money to have a fully formulated view of what’s to come during this crisis? I hear the theories and gambits and propositions in the financial media and I wince.

Is no one capable of embarrassment anymore? Have we all been vaccinated against shame? You’re “putting on a Russia bet here”? Are you kidding me?

(6min _ TheReformedBroker)

Moving money internationally

I had hoped to write about wire transfers for a while, since they’re fascinating and poorly understood. The sanctioning of Russia in the wake of the invasion of Ukraine has made some of the mechanics extremely topical.

We’ll return to the infrastructural bits again, but many people find themselves urgently wanting to understand what SWIFT does and does not do, and hopefully this will help.

(6min _ Patrick McKenzie)

The Rich List: The 21st Annual Ranking of
the Highest-Earning Hedge Fund Managers

With almost $27 billion in combined earnings, 2021 was another highly lucrative year for the hedge fund elite.

(3min _ InstitutionalInvestor)

Persönlicher Inflationsrechner

Mit diesem Rechner können Sie die amtliche mit Ihrer persönlichen Inflationsrate vergleichen.


(~min _ Destatis)

“You have to have a level of savings in your asset allocation that doesn’t make sense. You have to have a level of conservatism that seems like it’s a little bit too much. That’s the only time that you know that you are prepared for risks that you cannot envision.”

— Morgan Housel

Morgan Housel (@morganhousel) is a partner at the Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal. He serves on the board of directors at Markel Corporation. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism.

„“The greatest thing by far is to be a master of metaphor [a combiner of ideas]. It is the one thing that cannot be learnt from others; it is also a sign of genius, since a good metaphor implies an intuitive perception of the similarity in dissimilars.” _Aristotele

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