Going back to 1926 to show how inflation, cash, bonds, property, gold, equities
and portfolios fared under a wide range of market conditions.
In times of uncertainty, financial advisers play a vital role in offering guidance and peace of mind to their clients.
Bear markets can be unsettling, but they’re also when advisers can make the biggest impact. By providing perspective, encouraging a long-term outlook, and reminding clients of the importance of staying invested, advisers can help ease anxiety and prevent knee-jerk decisions that might harm portfolios in the long run.
This challenging period is also an opportunity to showcase expertise and add real value. Keeping a pulse on market trends, identifying growth opportunities, and offering strategic insights can help clients not only weather the storm but position themselves for future success when markets rebound.
While market downturns can feel daunting, they’re also a chance for advisers to step up, demonstrate their value, and be the steady hand their clients need to navigate uncertain times.
Gain access to all charts, including summarised content.
We use empirical data going back from 1926 to the modern day.
See how portfolios fared under a wide range of market conditions.
From bull and bear markets, recessions, and political parties.
On how wealth compounds in various asset classes and portfolios over time.
We're excited to offer an exclusive preview of the diverse range of charts featured in the upcoming 2025 edition.
The Timeline Charts uses empirical data going back to 1926 to show how inflation, cash, bonds, property, gold, equities and portfolios fared under a wide range of market conditions.
From bull and bear markets, recessions and major events, to political parties and prime ministers/presidents, Timeline chart provides a colourful perspective on how wealth compounds in various asset classes and portfolios over time.
With expert insights and a focus on future opportunities, advisers guide clients toward smart investment decisions — helping them weather the storm and prepare for recovery.
Going back to 1926 to show how inflation, cash, bonds, property, gold, equities
and portfolios fared under a wide range of market conditions.