7-Year Asset Class Forecasts

For you fans of Asset Allocation (and I am one of them) here is GMO’s 7-year asset class forecasts as of December 31, 2009.

Note the dotted red line across the middle — that represents the historical returns of US Equities as a class.

Underperforming in GMO)’s opinion are US equities and bonds; Outperforming are Emerging markets, large cap international stocks, and Timber.



I think that does it for Jeremy Grantham Week!


GMO 7-Year Asset Class Forecasts (4Q 2009)
GMO Asset Allocation Team – Published 1/12/2010

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