The forecasted annual return for a USD 60/40 stock-bond portfolio over the next 10–15 years remains attractive at 7 percent; however, there are clear opportunities to boost this outlook, according to J.P. Morgan Asset Management in its 2024 Long-Term Capital Market Assumptions (LTCMAs) report.
“The world is entering a period of significant economic transition in the wake of the global pandemic and heightened geopolitical tension, with far-reaching implications for investors. We are moving away from an environment with persistent disinflation, ultra-easy monetary policy and fiscal restraint,” said John Bilton, head of global multi-asset strategy, J.P. Morgan Asset Management. “This transition requires
