Tuesday, August 14, 2012

GMO 7-Year Asset Class Forecasts - July 2012

GMO has released its monthly 7-year Asset Class Forecasts and the expected annualized returns are basically the same as last month for equities:

  • US Large caps: 0.2% per year
  • US Small caps: -0.4% per year
  • US High Quality: 4.5% per year
  • International Large caps: 5.0% per year
  • International Small caps: 5.2% per year
  • Emerging Markets: 6.2% per year
The US market still sucks ( except High quality stocks), and the rest of the world should do OK.

Bonds expected returns are getting worse and worse by the months, as the bond bubble still inflates.

You can receive GMO's forecasts (monthly) and the quarterly newsletter for free by registering at http://www.gmo.com

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