Not exact matches
«So while
returns may compress from the
outsized gains we have
seen over the last several years, we remain constructive on equities.
«Stocks certainly look more attractive than bonds, but the case for stocks versus other asset classes is less clear... «So while
returns may compress from the
outsized gains we have
seen over the last several years, we remain constructive on equities.
Even if we don't
see outsized price increases in commodities, from a total
return perspective, commodity
returns will benefit from a change to positive roll yields based on the reshaping and structuring of the fundamental market in commodities.
We can
see from Buffett's experience and hindsight, that it is impossible to earn
outsized returns over the long run without experiencing some short - term declines.
Tech has posted
outsized earnings growth and accounts for roughly half of US and EM Asia equity
returns, but we still
see ample runway.