Capital Markets Assumptions
The 2022-2031 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. Simply hover over the various bars in the chart to see the relevant index.
Our complete set of projections is also available in this charticle.
View the webinar: 2022-2031 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
2022 White Paper
Capital Market Assumptions:
History of our assumptions
Executive Vice President
and Director of Capital Markets Research group