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In our weekly insights two weeks back, we had spoken about the importance of identifying cycles and why markets operate in cycles. Today, we go deeper into the importance of cycles and an understanding of both US and Global markets – as to why a style that works well in one decade, typically tends to be in the last quartile of performance in the subsequent decade.

Size, style and regional leadership tend to alternate on a decadal basis and understanding these cycles plays an important role in positioning portfolios (Figure 1,2 and 3 explains the cycles contextually)


Fig 1 : Decadal IRR across large and small caps oscillates in cycles


Fig 2: Decadal returns across Geographies also follows cycles


Fig 3: Decadal annualized returns across regions shown below


Source : https://cambiar.com/what-worked-one-decade-rarely-does-the-next/


You can now find the weekly content on our website by visiting the following link: Weekly Enlightenment Archives – ITUS Capital

We are excited about exploring more captivating topics to enhance your client interactions. Wishing you a great weekend.

As part of our continued commitment to keeping you well-informed, we are fully dedicated to our SIP program. This program offers investors a convenient way to consistently improve their portfolios. We encourage you to discover the advantages of this program for your clients. If you need more information, feel free to contact your dedicated relationship manager at [email protected].