The forecasted annual return for a USD 60/40 stock-bond portfolio over the next 10–15 years remains attractive at 7.0%, according to JP Morgan Asset Management’s 2024 Long-Term Capital Market Assumptions (LTCMAs). However there are clear opportunities to boost this outlook, the report indicated. “For instance, simply adding a 25% al__cpLocation to alternative assets can boost 60/40 returns by 60 basis points and improve the Sharpe ratio by approximately 12%. 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. The LTCMAs provide a roadmap to steer through those moments and support our client’s long-term investment goals.

Source: Daily News Egypt October 25, 2023 07:10 UTC