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Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
Money For the Rest of Us
Emerging Market Returns - What's the Reasonable Amount?
Over the past decade, if you look at the return of commodity indices, they're still negative. That has impacted emerging market returns, as well as China's zero-covid policy. We believe US stocks will return 7.2% over the next decade with 1.7% dividend yield 5.5% earnings growth and no valuation change. And we believe that non-US stocks, excluding emerging markets, will return 6.3%.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode