A multitude of short- and long-term themes and trends will help shape capital markets in the coming decade. The extent to which these themes affect our investments is inherently uncertain and underscores the importance of a well-designed portfolio strategy. Here, we highlight the key themes we believe will have a significant influence on markets over the next 10 years, from artificial intelligence to private assets.
Our assumptions are meant to guide investors in developing long-term strategic asset allocations to help them navigate complex markets and reach their investment goals. These return assumptions are designed to provide the initial building block for the development of this asset allocation strategy, which plays an important role in multi-asset investing and can help you transform forward-looking market forecasts into enduring portfolio allocations.
Go above the noise.
