We use our market-proven global stochastic asset model each quarter to generate a range of capital market assumptions based on the latest market data.
January 2023 Capital Market Assumptions
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Risk-rated multi-asset portfolios' level and variability of returns are critically important. Getting the asset allocation right is the key driver of both. So much so that 90% of investment returns depend on the right asset allocation.
Our optimised strategic multi-asset allocations are grounded in robust and academically tested investment beliefs. Our asset model has delivered consistent and market-resilient asset allocations to our clients for over a decade.
Find out more in our feature articles, Investing for the long-haul and Why Longer Investment Horizons Influence Asset Allocations.
So what next?
Have you been looking for innovative ways of enhancing your in-house analysis capabilities? If so, it would be great to have the opportunity to talk you through the new EV Asset Allocation Research.
The quarterly research pack offers a range of financial market insights, including
- Reliable, independent and model-driven Capital Market Assumptions (CMAs)
- Forecasts for a broad range of economic indicators and investment markets
- High-level, risk-targeted Strategic Asset Allocations (SAAs)
- Unique market perspectives, commentary and insights
- Book a discovery call with one of our experts to find out more.