Center For Investment Excellence

2023 Long-Term Capital Market Assumptions: Back to basics

Nov 23, 2022
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Episode notes
1
Introduction
00:00 • 4min
2
Is There a Change in Expected Asset Returns?
04:05 • 3min
3
The U.S. Market Can Sustain a Higher PE Rate Over the Long Term
06:47 • 1min
4
What Are We Expecting From Non-U.S. Markets?
08:08 • 5min
5
AID, Alpha Diversification and Income
12:44 • 2min
6
The Future of AID and Capital Scarcity?
14:14 • 2min
7
JPMorgan Asset Management
16:24 • 4min