Long Run Asset Allocation Outlook
Life after the bubble
Returns projections across major asset classes to 2050
What lies beyond the current equities bubble? What will a higher neutral rate world mean for government bond yields? How will can you expect from the relative performance of commodities and real estate over the long term? Our annual Long Run Asset Allocation Outlook gives you in-depth analysis and forecasts for returns through 2050. Download these key takeaways from our report to learn:
- Why returns from equities over the next decade will be lower than those of the past 10 years;
- Why US equities markets outperformance is set to end after the current bubble bursts;
- Why government bond returns will be higher in the next 10 years as yields settle at higher levels.
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We expect the returns from government bonds over the next decade or so to be unspectacular, but still considerably better than those over the last ten years. Meanwhile, we anticipate fairly good outturns for many “risky” assets, but relatively modest returns from US equities, at least compared to their strong gains over the past decade.
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About our Asset Allocation coverage
Our Asset Allocation provides detailed analysis of the relative prospects for four major asset classes: equities, bonds, commodities and commercial property.
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