Capital Markets Assumptions
The 2021-2030 Capital Markets Assumptions are Callan’s long-term expectations for return and volatility for broad asset classes.
Callan's 10-Year Assumptions by Asset Class
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, and you can go even deeper into our analysis in our white paper. To learn what goes into the development of our Capital Markets Assumptions, read our story.
View the Webinar: 2021-2030 Capital Markets Assumptions
This webinar, presented by Jay Kloepfer, Kevin Machiz, and Adam Lozinski, details the process and rationale behind our long-term assumptions and the potential implications for strategic recommendations.
How Does Asset Allocation Affect Risk and Return?
Learn More About Callan's Capital Markets Assumptions
2021 White Paper
Capital Market Assumptions:
History of Our Assumptions
Executive Vice President