History says last year's weak finish for stocks could be a drag on returns in 2026

While the S&P 500 closed out 2025 up 16%, the index ended the year on the wrong foot, posting negative returns during the ...
Pensions&Investments

HFR data show negative Q2 returns for most of its indexes

The HFRI Fund Weighted Composite index returned -4.9% in the second quarter, below the -1% return of the index in the first quarter, according to new data from HFR. The second-quarter return also fell ...
Seeking Alpha

SPX 10-Year Forecast: Deeply Negative Real Returns Expected

Valuations of large cap US stocks imply negative total real returns on a 10-year horizon. This is based on the correlation between valuations and subsequent returns in the past going back to 1991 and ...

Expecting Modest, But Still Likely Positive Return For The S&P 500 In 2026

It’s also been a few years since the S&P 500 has had a year of “PE contraction,” which means S&P 500 growth exceeds the ...
Fox Business

Harvard's endowment has first year of negative returns since 2016

Harvard University’s endowment has posted its first year of negative returns since 2016. The Ivy League school’s endowment posted a -1.8% return on investment in fiscal 2022, according to an annual ...
Benzinga.com

Biden's Tax Hike Threatens Retirement - Negative Returns After Inflation Looms For May

82% of Americans aren’t using this government secured 5% passive income stream, are you one of them? Can you guess how many retire with a $5,000,000 nest egg? – How does it compare to the average?
Morningstar

Sequence of Returns: What It Means and How to Deal

A version of this article originally appeared on Aug. 3, 2020. If you're a buy-and-hold investor with a long time horizon, it's helpful not to focus too much on shorter-term total returns. Despite ups ...
Healio

Sequence of returns risk: What it is and how to minimize it

Please provide your email address to receive an email when new articles are posted on . As physicians age, they should consider the reallocation of their assets into increasingly conservative ...
Pensions&Investments

Top-performing pension funds to ‘guarantee’ negative returns

After almost a decade of negative interest rates, one of the world's best-run pension industries is about to start guaranteeing clients a negative return. It's the latest sign that long-term subzero ...
The Harvard Crimson

Harvard Endowment Value Falls $2.3 Billion Following First Negative Returns Since 2016

The value of Harvard University’s endowment fell by $2.3 billion in fiscal year 2022 after the Harvard Management Company delivered a 1.8 percent loss on its investments — its first year of negative ...
Forbes

Retailers Flooded By Returns Need A Three-Pronged Fix

Forbes contributors publish independent expert analyses and insights. Pam Danziger reports on retail, focused on the luxury consumer market. Ask anyone in retail, and they’ll tell you that returns are ...