Grantham Mayo Van Otterloo & Co (GMO) has increased its forecast returns for emerging market equities, as the asset allocation team predicts the market is overestimating the long-term impact of the trade war between the US and China, while falls in US equities are expected to deepen.
According to the investment firm's Q4 seven-year asset class real return forecasts, emerging markets continue to offer the best value across both equities and fixed income. Emerging market equities...
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