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Learning, Sharing, and Teaching => Investor Alley => Topic started by: HeadedWest2029 on August 21, 2019, 12:21:25 PM

Title: GMO 7-year asset class real return forecasts
Post by: HeadedWest2029 on August 21, 2019, 12:21:25 PM

I know, I know...forecasts are dumb, but I can't help it. I'm an investor and valuation research junkie. I find these things fascinating.

Title: Re: GMO 7-year asset class real return forecasts
Post by: RWD on August 21, 2019, 12:37:05 PM

They're predicting one of the worst (bottom 10%) 7 year periods of all time for US equities? I am skeptical.

Looks like they haven't been too reliable in the past...
https://www.mymoneyblog.com/gmo-asset-return-forecasts-vs-actual-returns-2011-2018.html

Title: Re: GMO 7-year asset class real return forecasts
Post by: HeadedWest2029 on August 21, 2019, 01:31:23 PM

oh totally.  It's for infotainment purposes only.  Still, sometimes when you have one asset class going bananas it helps to see some mean reversion forecasts to remind you why you diversify internationally