The trend in evolution of total return legislation suggests that safe harbors and procedural limitations are advisable to protect the trustee from liability arising from important new powers. Almost ...

High S&P 500 valuations and historical CAPE data suggest low or negative real returns for the next decade or two - don't expect strong price appreciation. Relying on dividends from quality companies ...

The long-run expected total return for the Global Market Index ticked higher in April. In line with recent history, US equities remain the downside outlier for expected return relative to the market’s ...