Explore our long-term outlook for return and risk for all of the major asset classes. In this chart, you can view those assumptions by asset class type, such as equities or fixed income. Our complete set of projections is also available in this “charticle,” which includes our reasoning for the assumptions for each asset class; risk and returns for all the asset mixes we tested; correlation expectations; and how historical returns have compared to our historical assumptions. Go even deeper into our analysis in our white paper.
This webinar, presented by Callan President Jim Callahan and Director of Capital Markets Research Jay Kloepfer, details the process and rationale behind our long-term assumptions and the potential implications for strategic recommendations.