GMO: 7 year asset class forecast
by CFC in Investor letters 30/03/2020
A very useful tool to see what markets (if they would linearly get back to their historic valuations in 7 years) would be yielding. We have included one with data as of 31st January 2020 (before Coronavirus) and one as of 30th April 2020 with the full impact of the virus. Interesting cross reads. Updated regularly.