The annual Buffett letters are a treasure trove of insights for investors. Jeremy Schwartz highlights important lessons from Buffett's annual letter, specifically those focused on dividend growth.
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In the last two years, commodities have outperformed every major asset class by double-digit margins. Nitesh Shah and Jeremy Schwartz present a case for commodities as a source of diversification in a multi-asset portfolio.
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By some measurements, equity risk premiums are hovering around lows not witnessed since 2008. But if you consider stocks to be real assets with inflation-hedging characteristics, then you’ll find that current equity risk premiums are actually closer to their longer-term averages. Against this backdrop, Jeremy Schwartz and Brian Manby review the most important charts for equity investors for 2023.
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Gold miners have been a relatively disappointing investment over the last two decades, but the rise in gold prices is improving the outlook for gold miners’ profitability. Aneeka Gupta & Jeremy Schwartz discuss the potential longevity of the current rally for gold miners.
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The S&P family of growth and value style indexes conducted its annual rebalance in December. Jeremy Schwartz outlines the surprising twists and perhaps unexpected turnover this cycle.
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Professor Jeremy Siegel recently released the sixth edition of his book Stocks for the Long Run (SFTLR), and our Global Chief Investment Officer, Jeremy Schwartz, joined him as a co-author. Jeremy Schwartz recaps their appearance on Barry Ritholtz’s Masters in Business podcast, where they discussed new topics featured in the sixth edition of SFTLR.
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