Center For Investment Excellence
2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition
Oct 25, 2023
Experts discuss the challenges of the macro backdrop and the importance of long-term focus. Emphasizes diversification beyond a 60/40 portfolio. Highlights attractive investment opportunities in fixed income and equities. Discusses the role of alternative investments and active management in protecting against shocks. Disclaimer emphasizes that the views expressed are not advice.
16:24
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Quick takeaways
- Investors are encouraged to extend their investments beyond traditional stocks and bonds, considering alternatives and active management to enhance returns and manage the ongoing transition.
- There are opportunities in equities and bond markets due to expected growth in developed markets driven by AI development and automation, and the anticipation of positive inflation in Europe and Japan.
Deep dives
Smarter Portfolios for a World in Transition
The 2024 long-term capital market assumptions focus on smarter portfolios for a world in transition. With significant changes happening in the macro-environment, including transition in the economy, policies, technology, and climate, the 60-40 asset allocation remains a strong starting point. Despite a slight decrease in the forecasted returns for a 60-40 portfolio compared to the previous year, the 7% return over the long run is still attractive. However, investors are encouraged to extend their investments beyond traditional stocks and bonds, considering alternatives and active management to enhance returns and manage the ongoing transition.
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