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Portfolio Strategy Insight

Fixed Income Capital Market Assumptions: Follow Up Q&A

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Yield-to-maturity remains the anchor of long-term bond return projections. Incorporating rolldown effects enhances accuracy. Our revamped “building-block” approach to fixed income capital market assumptions provides a solid, data-driven foundation for informed strategic asset allocation decisions.

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Public-private allocation guidance, capital market assumptions, and strategic insight to help investors build forward-looking portfolios they can act on and defend.

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