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Our content, which includes investment research, market analysis, and other informational material is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to sell or solicit any security.
Content on this website is intended only for institutional or professional investors and is for informational purposes only. It does not constitute investment advice, a recommendation, or an offer to sell or solicit any security.
How should investors go about setting long-term return estimates across different asset classes?
Our CAMERA (Capital Market Expected Return Assumptions), which we introduced previously and updated recently, brings together our valuations-based medium-term asset-class return expectations and our long-term risk-based equilibrium model. In this blog we reach for the binoculars and focus on our long-term model. We outline different potential ways to go about setting long-term returns and explain the approach we settled on.
Monday 10th June 2024
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