Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
AQR: Our return expectations for the next 5-10 years
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By Borsgade
- - Published
In this article, AQR (Cliff Asness’ investment firm) updates their estimates of expected returns over the medium term (5 to 10 years) for major asset classes.
In 2023, expected returns fell for equities but increased further for bonds and cash, following larger increases in 2022. This implies slimmer equity risk premia. The expected real return of a global 60/40 portfolio held steady at 3%, near its decade high and near the historical average since 1990, but still well below the longer-term U.S. average of nearly 5% since 1900.1
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Disclaimer of liability
The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
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