Monday Macro - Long term returns, Vol in 21 and Lithium

It really pays to have been in the right equity sectors over the last 25 years. Plus a deep dive into 2121 volatility for different asset classes. Oh and and why Lithium is still a great bet.

Last week I mentioned that S&P Dow Jones a few weeks back produced their annual data dump on long-term returns from investing in US equities. Let’s take a deeper look this week at what the numbers tell us. We’ll start with the first table below which looks at returns over the 31 years to Dec 2021 for key sectors listed on the US market.

I’d make a number…