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2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition

Center For Investment Excellence

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Asset Market Perspective, Outlook for Growth and Inflation, and Fixed Income Assumptions

This chapter discusses the outlook for the asset market perspective, emphasizing the need to diversify beyond a 60/40 portfolio. They highlight the potential return of a 7% in a 60/40 portfolio and the importance of exploring alternative investments.

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