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U.S. equity markets

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 25, 2019 by Jordi Visser · across every show →

Everything said about U.S. equity markets, oldest first

Mar 25, 2019 bullish
Prediction Open · timeframe Mar 2029
US equity markets will deliver 8% to 10% annualized returns through 2029
“No, I think the next 10 years in the equity markets, the U.S., and I think globally will be better, but let's just say the U.S., I still think we'll get eight to 10%, and I think it's because rates are still low and money has to go to work somewhere, so I stil…”
Jordi Visser Mar 25, 2019 ▶ 1:13:09 Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Oct 13, 2025
What-if
Concentrating in Select U.S. Stocks Was the Best Strategy Last Decade
“We continue to be a believer in diversification despite the fact that being invested in a handful of stock in the U.S. Equity markets would have been the best choice over the past 10 years.”
John Graham Oct 13, 2025 ▶ 42:38 John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
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