Experts Forecast Stock and Bond Returns: 2025 Edition - Morningstar

6 days ago · The firm is forecasting a 5.7% nominal and a 3.1% real return for US equities over the next 20 years, less than half of US stocks’ 7.4% annualized real return over the period …

CouponFollow Extension

7%
OFF

Experts Forecast Stock And Bond Returns: 2025 Edition - Morningstar

1 week from now

6 days ago · The firm is forecasting a 5.7% nominal and a 3.1% real return for US equities over the next 20 years, less than half of US stocks’ 7.4% annualized real return over the period …

morningstar.com

5%
OFF

Experts Forecast US Stock And Bond Returns: 2025 Edition

1 week from now

6 days ago · The firm’s outlook for bonds also looks worse than its late-2023 number: a 1.5% real return for US bonds (down from 1.9% in 2023) and a 2.5% real return forecast from emerging …

morningstar.co.uk

6%
OFF

Experts Forecast Stock And Bond Returns: Crisis Edition

1 week from now

Apr 23, 2020 · Morningstar Investment Management (return assumptions released in Morningstar Markets Observer; latest issue with new data due out in late April 2020) Highlights: 4.6% 10 …

morningstar.com

7%
OFF

Experts Forecast Stock And Bond Returns: 2023 Edition - Morningstar

1 week from now

Jan 20, 2023 · Highlights: 5.7% 10-year nominal returns for U.S. stocks; 4.3% 10-year nominal returns for U.S. aggregate bonds (Dec. 31, 2022; data forthcoming in the Morningstar Markets …

morningstar.com

FAQs about Experts Forecast Stock and Bond Returns: 2025 Edition - Morningstar Coupon?

What is the stock market's outlook for bonds in 2022?

The firm’s outlook for bonds looks better than its late-2022 number: a 1.9% real return for U.S. bonds (up from 0.6% in 2022) and a 4.4% real return forecast from emerging-markets bonds. ...

What is Morningstar's forecast for US equities?

Highlights: 5.7% 10-year nominal returns for US stocks; 4.3% 10-year nominal returns for US aggregate bonds (Dec. 31, 2022; data forthcoming in the Morningstar Markets Observer). As usual, the Morningstar Investment Management team’s forecast for US equities leans toward the pessimistic side of our collected forecasts, especially for equities. ...

Is the Morningstar investment management forecast for equities a good idea?

The Morningstar Investment Management team’s forecast for U.S. equities is more optimistic than last year, with a 5.7% nominal 10-year return assumption for U.S. large caps. However, it still leans toward the pessimistic side of collected forecasts. ...

What is the stock market's outlook for 2023's rising yields?

The firm’s return assumptions for non-U.S. stocks have also come down since last year but are still notably higher than its U.S. equity return assumptions: nearly 10% for European equities and 9% for emerging-markets equities. In line with 2023′s rising yields, the firm’s outlook for bond returns increased from 2022. ...

How much did the Morningstar US market index close out in 2024?

The Morningstar US Market Index closed out 2024 up more 24%. Here is our look at the big market and economic trends from the fourth quarter of 2024, along with Morningstar’s market outlook for the first quarter of 2025 and beyond. Will the Fed Raise Interest Rates in 2025? ...

What happened to JP Morgan's forecast for equities in 2022?

J.P. Morgan’s expectation for equities’ returns over the next 10 to 15 years declined from its September 2022 numbers: Owing to higher valuations, its forecast for U.S. large caps dropped to 7.0% from 7.9% and to 7.2% from 8.1% for U.S. small caps. ...