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Return Assumptions 2023 Edition – A Bit Higher For Bonds, A Bit Lower For Equities

by Felix Vezina-Poirier, Chief Strategist  

A global portfolio is likely to return only 5.3% a year over the next decade, compared to 6.7% in the past. Investors either need to lower their return expectations, or take more risk. Our total return methodology remains consistent with previous editions, with changes limited to the Alternatives section.

BCAリサーチ | Global Asset Allocation

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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