Investment Weekly
Chart of the week – Zooming out on expected returns
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If investors could only know one thing about markets, what would they choose? Next quarter’s earnings? Next month’s CPI? The next Fed move? Somewhere at the top of the list should probably be expected returns. Carefully calibrated, they tell us where medium‑term asset class returns are heading. They’re the single most important piece of information for long‑term investors — the foundation of strategic asset allocation.
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