PERSPECTIVE ON PREMIUMS

PERSPECTIVE ON PREMIUMS

May 23, 2024

Market premiums (also known as the risk factors) are characteristics of equities and fixed income that have historically provided higher returns. Most portfolios do not take advantage of market premiums because many investors cannot tolerate deviations from the “market”. But, they miss out on opportunities for higher returns.

Watch this 15-minute video to gain important historical perspective on these premiums and why they appear.