Although navigating by the stars can seem brave and adventurous, we would not recommend it on financial markets. Better be equipped with a solid compass ! In a world that is constantly changing, investors need guidance in their asset allocation decision-making. With these long term forecasts, we are enriching their toolbox for portfolio construction.
We know that, as investors, you are continuously upgrading your asset allocation toolkit. We heard you !
Return assumptions and risk data are central to build robust and resilient portfolios. From now on, we will publish our long-term return and volatility forecasts on traditional asset classes, over different forward-looking horizons (five and ten years).
Here is the summary of our forecasts.
We encourage you to test them against your own assumptions and we welcome your feedback !
These forecasts are based on estimates and reflect assumptions. These results were achieved by means of a mathematical formula and do not reflect the effect of unforeseen economic and market factors on decision-making. Forecast returns are not necessarily indicative of future performance, which could differ substantially. The scenarios presented are an estimate of future performance based on evidence from the past on how the value of this investment varies, and/or current market conditions and are not an exact indicator. What you will get will vary depending on how the market performs and how long you keep the investment/product.
As you know, transparency is our mantra. This first edition features a thorough explanation of our methodology – similar across asset classes but using specific inputs for each one of them.
Now available on most equity markets and fixed income segments, our forecasts will be enriched with the next updates.
So stay tuned !
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