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Holly LaFon
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GMO's 7-Year Asset Class Forecasts Still Favor Emerging Markets Over US Stocks

'Our forecasts continue to favor emerging markets in both the equity and credit markets'

October 23, 2018 | About:

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

“Our forecasts continue to favor emerging markets in both the equity and credit markets,” said GMO Asset Allocation team member John Thorndike. “As of the end of September, the spread between our forecasts for emerging markets equities and large cap U.S. stocks was nearly 8.5%. You have to go back to 2003 to find a wider spread in favor of EM.

“At the other end of the investment spectrum, the continued rise in short-term interest rates has pushed our forecast for U.S. cash to 1% real, which provides a tailwind for investors who hold short-term investments in their portfolios.”

The most recent forecast is available in the chart below and at GMO’s site here.

About the author:

Holly LaFon
I'm a financial journalist with a Master of Science in journalism from Medill at Northwestern University.

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