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GMO 7-Year Asset Class Forecast: 1Q 2020
by The Asset Allocation Team of GMO, 4/22/20

The GMO Asset Allocation team has released its latest 7-Year Asset Class Real Return Forecasts through the first quarter of 2020.

GMO 7-Year Asset Class Forecasts: An Amazing Capstone To A Risk-On Year
by Asset Allocation Team of GMO, 1/22/20

The GMO Asset Allocation team has released its latest 7-Year Asset Class Real Return Forecasts

GMO’s 7-Year Asset Class Forecasts: Higher Prices and Lower Rates Dim Expectations
by Asset Allocation Team of GMO, 8/22/19

“GMO’s 7-Year Asset Class Forecasts for both stocks and bonds have generally declined in 2019, predominantly due to strong appreciation in asset prices,” said Rick Friedman from GMO’s Asset Allocation team.

7-Year Asset Class Forecasts: Outlook Muted After Strong First Quarter
by Asset Allocation Team of GMO, 4/26/19

Our forecasts have come down due to the extraordinary performance of equities and credit in the first quarter. However, we continue to find pockets of opportunity across equities: we believe value stocks are trading at attractive levels globally, and emerging markets value stocks are priced to deliver more than 7% above inflation.

GMO's 7-Year Asset Class Forecasts Still Favor Non-US Markets
by Asset Allocation team of GMO, 4/17/18

Most global equity markets declined in the first quarter despite the corporate sector generally reporting reasonable fundamental data. As a result, GMO's 7-year equity forecasts mostly improved over the first quarter. Even with these improvements, International and U.S. equities are still forecast to have flat to negative real returns over the next 7 years, with Emerging equities remaining an exception, forecast to have a positive real return of 1.9%.

UPDATE: 5-Year Capital Market Assumptions
by Global Asset Allocation Team of Columbia Threadneedle Investments, 9/27/16
Maintaining long-term forecasts for major asset classes provides helpful context for responding to short-term swings in markets.

Tactical Asset Allocation Update
by Global Asset Allocation Team of Columbia Threadneedle Investments, 9/13/16
The theme of gradual appreciation in overall asset prices, with temporary tantrum-style setbacks, remains in place.

Global asset allocation outlook
by Global Asset Allocation Team of Columbia Management, 10/9/14
Recent market performance, particularly in September, has been negative across a widespread array of asset classes as we have seen the U.S. dollar exchange rate rise with increasing intensity in recent months. The worst returns, not coincidentally, were delivered by the very assets that have shown historically high sensitivity to dollar strength. This disruption to currency stability in general, and the particular importance of a rise in exchange value for the worlds reserve currency, represents an important change in capital market conditions.
8 results found.