Segal Marco’s Q3 update to our 2017 Investment Outlook helps you put the optimism we are seeing in the markets in perspective by providing our near-term views on the world’s economies and the performance of specific asset classes.
Over the next 12 to 18 months, we expect:
- U.S. equity to remain neutral, with slightly higher-than-long-term assumed returns for international large and small cap developed equity and for emerging market equity.
- Below normal returns for U.S. and non-U.S. core bonds, but believe that emerging market debt and private credit are likely to provide returns modestly above expectations.
- Heightened competition for high-quality assets, which puts a premium on both implementation and having exceptional asset managers in place.