Beta Paradox: Why REITs and EM Stocks May Beat/Outshine U.S. Large Caps

Published on March 5, 2025

According to Research Affiliates’ Asset Allocation Interactive (AAI) online capital market expectations tool, U.S. large-cap equities are expected to yield 3.4% annually over the next 10 years compared to 9.1% for EM equities and 7% for REITs. This left many webinar participants wondering, How does this extra return square with these assets having similar betas?

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