Fresh off his Capital Markets Assumption Meeting, Bill Miller discusses the 12-month forecast for the six major asset classes.
While the overall observation is that Brinker Capital is bullish across the six asset classes, here is the forecast for the next 12 months:
- U.S. Equities – 7%
- International Equities – 8%
- Fixed Income – near 0%
- Real Assets – 2.5%
- Absolute Return – 3%
- Private Equity – 10%
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The views expressed are those of Brinker Capital and are for informational purposes only. Holdings are subject to change.