Every year we review the data that drive capital markets—current valuation measures, historical risk premia, economic growth and inflation prospects—to provide the foundation for our forecasts. We update the models that we use and review their continued appropriateness. Crucially, our models are based on first-principle…

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

Debt and demographic restraints on the global economy and the deepening U.S.-China rivalry may subdue equity returns while rising interest rates should support above-average bond performance, especially compared to the past 10 years. Download our Capital Market Assumptions 10-Year Outlook: 2024 Edition to explore our return…

Taking a long-term view of recent disruptive trends, and their implications on long-term asset class forecasts and strategic allocation, we are pleased to share with you the annual update of our capital market assumptions (CMA) publication. Here are ten key takeaways from this year’s edition.

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

While speculators fuss over the cacophony of political campaigns and election forecasts, savvy investors recognize that the true impact of elections on financial markets is mostly short-term noise irrelevant to long-term financial strategies.

This edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at return and risk across a variety of asset classes and regions.This version is presented in US Dollar terms and details our market expectations and our view of current economic and capital market conditions.

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

In this eleventh edition of Robeco's annual five-year outlook, they are incorporating climate change for the first time as a medium-term risk affecting return forecasts for asset classes. The effect that climate change policies, such as legislation following the European Green Deal, will have on asset prices is one of the…

We believe that asset returns in general over the next 20 years will be lower than long-term averages, with stocks likely to outperform bonds and emerging markets likely to boast the highest returns.

Estimating expected returns is an essential financial planning exercise for investors. David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions, discusses the importance of using return assumptions that match the respective planning period as well as accurately reflect the return environment…

If Invesco take the perspective of a mountain climber, in their outlook this time last year felt like they were looking out at the end of a long climb. They were at a high peak and, from that vantage, it was difficult to see how they could climb any higher. Approaching 2021 feels like they are just starting an ascent. Aided…

MFS is pleased to present the January 2024 edition of MFS Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across a variety of asset classes and regions as of January 2024.

These proprietary expectations look at return and risk across asset classes and regions in Euros terms.

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

The 27th annual edition explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010. After a year of turmoil and the unwind of market dislocations, asset return forecasts move close to their long-term equilibrium – effectively “back to par.”