"Yet, even as investor balances are depressed, their portfolio prospects are likely better than they were a year ago, a fact that my latest roundup of capital markets assumptions illustrates vividly. Thanks to higher fixed-income yields and lower equity valuations, almost all of the firms in our survey have increased their expectations for stock and bond returns for the next decade. Every firm in our survey expects non-U.S. stocks to outperform U.S. stocks in the decade ahead."Link
Personally, I usually don't make portfolio changes based on "expert" forecasts.
Having said that, it's interesting to read these firms' assumptions.