Wednesday, August 03, 2011

20 year return on asset classes

This table shows the return on equities, bonds and treasury bills over the past 20 years in various countries - nominal return, inflation and real returns. Globally, equities earned a real return of 5.5% (after adjusting for inflation) compared to 1.6% for bonds. For the long term investor, it is better to invest in equities, as it provides a higher return than bonds or treasury bills. The risk of long term investments can be mitigated by the investment strategy explained in my book, Practical Guide on Financial Planning

1 comment:

  1. The ordinary account of CPF pays 2.5% interest. This is about the same rate as inflation. If the money is invested in Singapore equities, the nominal return is 9.4% over 20 years, or 7% above inflation. If invested in global equities, it should earn 5% above inflation.

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