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Index Investor for December 2009

December 2009 Issue: Key Points
Global Asset Class Returns
Uncorrelated Alpha Strategies Detail
Overview of Our Valuation Methodology
Table: Market Implied Regime Expectations and Three Year Return Forecast
Table: Fundamental Asset Class Valuation and Recent Return Momentum
Investor Herding Risk Analysis
This Month's Letters to the Editor: Followup on Luck, How Does One Get Lucky?; Deloitte's Study - Skill versus Luck; Vanguard's New ETFs
December 2009 Economic Update
Global Asset Class Valuation Updates Detail
Feature Article: End of 2009 Review: Learning From the Past, Anticipating the Future, and Adapting Quickly in the Present
Product and Strategy Notes: Four Gift Book Ideas, Muni Market Update; Commodity Futures vs. Direct Oil and Gas Investments; New Research on Alpha/Beta Allocation; and Highlights from Research Studies
A Year-End Overview of Major Asset Class Valuation Drivers and Best Regimes
Global Asset Class Valuation Updates Detail


December 2009 PDF


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