GM82: The Surprising Success of the U.S. Economy ft. Elroy Dimson and Kiran Ganesh
Top Traders Unplugged
Kiran Ganesh
America's recent economic performance has been a surprise, as it's managed to outperform many other markets over the last quarter century. We review the insights from the Global Investment Returns Yearbook, discussing how the US has thrived and what that means for future investment strategies. Our guests, Elroy Dimson and Kiran Ganesh, share their expertise on market trends, the importance of diversification, and the implications of recent economic shifts. We also explore the complexities of factors like equity risk premium and the evolving role of bonds in an investment portfolio. Join us as we explore these themes and consider what’s next for investors in a changing global landscape.
Speakers
Elroy Dimson
Chairman, Centre for Endowment Asset Management; Research Director (Finance & Accounting), Judge Business School
Cambridge University
Research Member
Kiran Ganesh
Kiran Ganesh