Last week, in an interview with Forbes, Allan Conway, a fund manager for Schroders in London told me that he expected the retailer to return to the market within the next few weeks, but that flow would not last for long.

FORBES: Where The Money's Flowing

This is why I prefer to show expected market returns on an inflation-adjusted (real return) forecasts as well as nominal return expectations.

FORBES: A 30-year Market Forecast

If a country is priced with expectations for very high future GDP growth, the occurrence of such expected growth may not translate into a superior stock market return, for example.

FORBES: John Mauldin's Muddled Stock Return Model