Regularly publishes a 7 year forecast for the returns on various asset classes
These have proven to be somewhat accurate over time
Chose 7 years because historically it takes asset classes 7 years for an asset class to return to its fair value (whether starting from over or undervalued)
Has a strong focus on Foreign & Emerging Markets
Takes a top-down approach to select the best countries to invest in
Looks at countries based on Valuation (what's cheap) and Macro (which countries are doing the right things)
During 2020 added a Covid Overlay - who is doing well and who is prepared to deal with problems.
Warnings and Disclaimers
The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.