The return of fear has created an opportunity for the long-term equity investor to buy stocks at a major discount. This commentary by the OSAM Research Team may persuade clients to stay calm and, if possible, add to the equity market.

Jim O’Shaughnessy looks at historical returns for stocks and bonds in various inflationary environments, and what investors might expect going forward.

In the face of so much grim economic news and uncertainty about the future, the OSAM Research Team reviews the historical implications of low economic growth, high unemployment, low consumer confidence and top marginal tax rates on future stock returns.

Jim O’Shaughnessy contends that income seeking investors should prefer high yield equities over traditional fixed income investments. In a study covering 1962 to 2009, Jim discusses why an income investor would have received substantially more income while also protecting principal purchasing power by investing in a high dividend strategy instead of traditionally recommended fixed income.

The return of fear has created an opportunity for the long-term equity investor to buy stocks at a major discount. This commentary by the OSAM Research Team may persuade clients to stay calm and, if possible, add to the equity market.

OSAM’s Research Team studies the performance of the market and our strategies during and after all bear markets since 1926.

Jim O’Shaughnessy shows how a move to overweight bonds versus stocks may prove to be disappointing over the next ten years.

Jim O’Shaughnessy reveals specific factors involved with the market upswing and shares the belief that over the next three, five and ten years, equities may be the best performing asset class and that investors might want to take the opportunity the market has given them.

Jim O’Shaughnessy studies how rare the current market downturn has been—and why it may present a once in a lifetime buying opportunity.

Jim O’Shaughnessy discusses opportunities in the current market conditions.

Jim O’Shaughnessy comments on what we might expect to happen in the coming 11 years. His analysis suggests that it is during this timeframe that we may find the silver lining that should give investors hope and encouragement.

Jim O’Shaughnessy comments on how investors might miss a buying opportunity of historic magnitude by letting market fear obscure the importance of a long-term perspective.

Jim O’Shaughnessy comments on the emotion of the current markets and what could happen next.

Jim O’Shaughnessy’s recent market research reveals that the current decade has been among the worst for investing in the past 110 years. See how investors in disciplined asset allocation strategies would have fared much better.

Jim O’Shaughnessy provides an update to his 2006 book Predicting the Markets of Tomorrow.

Read how to avoid the most common roadblocks to successful investing. Jim O’Shaughnessy's commentary explores the importance of knowing the facts and understanding history in order to overcome the seduction of rhetoric and emotion—common pitfalls that trip up many investors.