Stocks, Bonds, Bills, and Inflation® (SBBI®): 2021 Summary Edition

This Stocks, Bonds, Bills, and Inflation® (SBBI®): 2021 Summary Edition enables investors to understand how to calculate, interpret, and use the US historical stock and bond data that the CFA Institute Research Foundation has made available to CFA Institute members.

This summary edition will help investment professionals to understand the SBBI® dataset and its many uses, including the impact of size, value/growth, and liquidity on returns. It is an excellent way for those starting out in the investment industry to gain a quick understanding of the major asset classes, how returns are calculated, and the long-run perspective.

 You can now read the full report at the link below