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Asset class returns display randomness and variability of returns

The investment community is constantly producing research and analysis pointing toward a particular area or asset class within the market which is positioned to outperform. However, history tells a different story.

The following table (supplied by BlackRock) demonstrates a ten-year snapshot of asset class returns between January 2004 and December 2013.

The patchwork dispersion of colours shows no predictable pattern and helps illustrate why we believe it is pointless to try to predict which asset class, region or sector will be at the top next year or the year after. As a result, we do not attempt to guess which asset class will outperform, but rather build investment portfolios which capture growth through exposure to areas which have historically offered the highest returns.


           asset-class-returns-2004-2013

Figure 1: Asset class returns 2004 to 2013 


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