Each quarter, we use our market-proven global stochastic asset model to generate a range of capital market assumptions based on the latest market data.
To read more about markets, economy and outlook, please download the full report.
For risk-rated multi-asset portfolios, both the 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 are dependent on getting the asset allocation right.
Our optimised strategic multi-asset allocations are grounded in a set of 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.
Capital Market Assumptions
Download your copy of our Capital Markets Assumptions report now.
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.