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Investing Expert Predicts 15% Returns for Undervalued Stocks

12/2/2025

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Summary

Story summary

Ruchir Sharma, chair of Rockefeller International, says in a Financial Times column that quality stocks are undervalued and poised for strong returns.
He identifies about 400 quality companies globally, including Lockheed Martin and AstraZeneca, trading roughly 30% below the market.
Sharma predicts nearly 15% annual returns over the next three years.
Analysts are optimistic about the S&P 500, driven by Fed easing and AI spending, with 2026 targets of 7,500–8,000.

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Story summary

Ruchir Sharma, chair of Rockefeller International, says in a Financial Times column that quality stocks are undervalued and poised for strong returns.
He identifies about 400 quality companies globally, including Lockheed Martin and AstraZeneca, trading roughly 30% below the market.
Sharma predicts nearly 15% annual returns over the next three years.
Analysts are optimistic about the S&P 500, driven by Fed easing and AI spending, with 2026 targets of 7,500–8,000.