Goldman Sachs venter næsten en halvering af afkastet på de store selskaber i det næste årti – fra i snit 13,3 til 7,2 pct.
Uddrag fra Goldman Sachs:
The Great Moderation
Equity markets have delivered remarkable returns in the decade since the Global Financial Crisis. Going forward, investors may face a decade of more modest returns given a starting point of elevated valuations, low interest rates, and moderate economic growth. We see a case for less reliance on capital appreciation and a greater effort to “lock in” total return through income potential.
