What does the subsequent decade maintain?
The macro backdrop is altering—and quick. However whereas the near-term motion is extremely unstable, the image throughout the subsequent few years (and a long time) might look extra optimistic. Discover long-term pondering on the potential course of a variety of asset courses from the likes of JP Morgan AM and Morgan Stanley Wealth beneath.
2025 Capital Market Assumptions for Main Asset Courses (AQR)
Discover AQR’s capital markets assumptions for various asset courses.
Capital Market Assumptions 2025 (Amundi)
For compliance causes, this paper is just accessible in sure geographies
Amundi’s annual Capital Market Assumptions report explores greater than 40 asset courses towards an evolving macro backdrop.
Capital Market Assumptions: 2025 Version (Northern Belief Asset Administration)
Discover the funding themes prone to drive world markets over the subsequent 10 years.
2025 Q1 Capital Market Assumptions (PGIM Quantitative Options)
How does the subsequent decade search for traders? This insightful report paints a sensible image for allocators.
Capital Market Assumptions: March 2025 (Capital Group)
For compliance causes, this paper is just accessible in sure geographies
The geopolitical panorama has shifted, notably seen by means of final yr’s 70 elections and in current White Home insurance policies.
Annual Replace of GIC Capital Market Assumptions (MS Wealth)
Extending a theme from final yr, this report lookat how positively correlated shares and bonds in a reflationary setting place a premium on portfolio diversification.
Lengthy Time period Capital Market Assumptions 2025-2034 (DB Group)
Long run Capital Market Assumptions (LTCMA) kind an important element of systematic long-term asset allocation approaches.
Capital Market Assumptions (Cohen & Steers)
The attraction of present market leaders is comprehensible, significantly provided that many traders’ experiences have been restricted to an period of relative stability.
Discover the most recent Guides to Markets from JP Morgan AM
Q2 2025 Guides to the Markets (JP Morgan AM)
Up to date every quarter, the Information to the Markets illustrates a complete array of market and financial developments and statistics by means of compelling charts.
