Review of UBS Global Investment Returns Yearbook 2026
By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE
In this Episode, James Parkyn & François Doyon La Rochelle review the key findings from 27th edition of the UBS Global Investment Returns Yearbook for 2026.
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Read The Script:
1) INTRODUCTION:
François Doyon La Rochelle:
You’re listening to Capital Topics, episode #91!
This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.
Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.
In our podcast today we will review the key findings from 27th edition of the UBS Global Investment Returns Yearbook for 2026.
Enjoy!
2) REVIEW OF UBS GLOBAL INVESTMENT RETURNS YEARBOOK 2026:
François Doyon La Rochelle:
As usual, I will start this off. Our topic today is a Review of the 27th edition of The UBS Global Investment Returns Yearbook, the 2026 Edition. Reviewing the Yearbook is an annual ritual for our Podcast. This is the 5th year we have published a podcast covering the Yearbook. I remind our listeners that prior podcasts covering the Yearbook are still very relevant today.
I would also like to highlight that UBS publishes the Yearbook in collaboration with Professors Paul Marsh and Mike Staunton of London Business School and Professor Elroy Dimson of Cambridge University. They have been involved in all 27 editions.
That said, James, could you give our Listeners an Intro to the Yearbook and explain its purpose?…Read More
Links:
- UBS Global Investment Returns Yearbook 2026 – Public Summary Edition By Elroy Dimson, Paul Marsh & Mike Staunton - UBS