RETURNS News & Analysis

The math behind your retirement outcomes. 

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above...

Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.

Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove...

Changing your investment approach can make a significant difference in returns over the long-term. 

A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say...

The media is filled with picks from financial professionals. Here is how to use them to help you achieve your investment goals.   

The headline return is never what investors get. We look at the components that make up a total return.

A comprehensive study of the impact of inflation on returns from different assets over the past 120 years. 

A narrow moat stock with a high ROIC that’s undervalued.