New Study Supports 100% Equity Investing for Life (Canadian Financial Summit 2025)

February 12
27 mins

Episode Description

Should you really reduce stocks and increase bonds as you get older?

That's been conventional wisdom for decades.

A new international study using long-term data from 39 developed countries challenges both of those assumptions. 

The researchers found that a globally diversified all-equity strategy outperformed traditional stock-bond portfolios not only for growth, but even for retirement income reliability and capital preservation.

I presented this research at the Canadian Financial Summit because it directly questions the foundation of conventional wisdom on investing as you age.

In this post and video, you'll learn:

  • Is this new study a high-quality study?

  • What does the study prove?

  • What is the effective way to diversify?

  • In what 2 ways is diversifying with international stocks better than with bonds?

  • Why should investors keep the same allocation to stocks as they get older?

  • Is the all-equity strategy safe?

  • Should we actually invest 67% into international stocks?

  • What studies already on my blog agree with this study?

  • The debate: What questions did readers ask?

 

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