GMO 7-Year Asset Class Return Forecast

[Spanky]

GMO 7-Year Asset Class Return Forecast (as of 11/30/05):

STOCKS
US large caps: 0.9%
US small caps: 0.4%
Int'l large caps: 4.3%
Int'l small caps: 3.7%
Emerging market: 8.3%


BONDS
US gov't bonds: 2.7%
Inflation Indexed: 2.0%
Short-term Treasuries: 3.5%
Int'l bonds: 2.2%
Emerging market: 5.0%

Other
REITs: 0.4%
Timber: 8.0%

According to this forecast, we should focus more on emerging stocks and bonds and managed timber.

[brewer12345]

What's GMO? Are these real or nominal figures? Pre or post tax? Link?

[Spanky]

Quote:

Originally Posted by brewer12345 What's GMO? Are these real or nominal figures? Pre or post tax? Link?

GMO is a global investment management firm

Here is the link: http://www.gmo.com/america

You might need to register (it's free). The article is in the Recent Market Commentary section.

# 3Q 2005 GMO Quarterly Update - GMO Investment Teams