Independent in-depth research from Finimize, Finimize

Finimize Research

Independent, in-depth research from Finimize, combining bottom-up and top-down fundamental analysis to identify investment opportunities.

Reda Farran, CFA. Started as a sell-side equity analyst before joining an investment consultancy to help institutional investors with portfolio allocation and optimization. After that, Reda spent more than 4 years as an equity analyst at Fidelity, researching and investing in stocks across 5 different sectors including green energy and utilities.


Russell Burns, MBA. Has over 25 years experience at investment banks in London and Tokyo, a Japan-based hedge fund, and a special situations advisory firm. He uses bottom-up and top-down analysis to identify investment opportunities.

Theodora Lee Joseph, CFA. First and foremost a long-term investor, and previously spent nine years at Goldman Sachs as an equity research analyst covering European Oil & Gas and chemicals companies.

Stéphane Renevier, CFA. Started out as a multi-asset analyst at British fund manager Schroders, and later worked as a portfolio manager at Wells Fargo, where he managed long-short global macro strategies across all asset classes.

Independent in-depth research from Finimize

Finimize

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Cross Asset Strategy

<ul>
<li>The past decade made investing look easy – 13% returns per year from the S&amp;P 500. But the next ten years are shaping up to be a whole different story.</li>
<li>Even if you make some pretty optimistic assumptions, US stocks are likely to return a mere 5% per year, with risks tilted to the downside.</li>
<li>Using a structured process, identified scenarios based on the three key forces that drive long-term stock returns: dividend, earnings growth, and changes in valuations.  </li>
</ul>


The past decade made investing look easy – 13% returns per year from the S&amp;P 500. But the next ten years are shaping up to be a whole different story.
Even if you make some pretty optimistic assumptions, US stocks are likely to return a mere 5% per year, with risks tilted to the downside.
Using a structured process, identified scenarios based on the three key forces that drive long-term stock returns: dividend, earnings growth, and changes in valuations.  


향후 10년 동안 S&amp;P 500 수익률에 대해 알아보겠습니다.

향후 10년 동안 S&amp;P 500 수익률에 대해 알아보겠습니다.

향후 10년 동안 S&P 500 수익률에 대해 알아보겠습니다.