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Morningstar large blend all active since 2004

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Morningstar small value all active since 2004

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Global valuation dispersions are enticing since 1974

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The all asset funds roughly double the yield of 60/40

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Research Affiliates’ current long-term real return estimates

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Capital market estimates: global fixed income markets

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Capital market estimates: global equity markets

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S&P 500 valuation indicator since 1950

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Global economic policy uncertainty vs. MSCI ACWI since 1997

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Global recession watch report

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