GMO 7-Year Asset Class Forecast: May 2025

Published on June 23, 2025

GMO has posted a new 7-Year asset class forecast as of May 31, 2025.

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Zephyr's Adjusted for Risk: Navigating Wealth Trends with Andrew Sternlight

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Ryan Nauman and Andrew Sternlight discuss the shift in investment strategies from private markets to more selective and agile alternatives, the challenges and opportunities presented by emerging markets, and the importance of continuous education for financial advisors.

How Market Concentration Shapes Passive and Active Equity Returns

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Market concentration rewarded passive investors who held market weights in the surging mega-caps. Since late 2014, passive index returns ranked in the 10th percentile of all portfolios in eVestment’s US Large Cap Growth Equity universe. In other words, only 10% of active managers outperformed.