Outlook for Portfolio Returns Over the Next 10 Years Chart suggesting anemic returns over the next 10 years, due to low yields, low growth and low inflation expectations. Image: Morgan Stanley Research
60/40 Portfolio – Bull and Bear Markets This is the longest bull market for balanced equity/bond portfolios in over a century, without a 10% total return drawdown. Image: Goldman Sachs Global Investment
U.S. 60/40 Portfolio Returns Over the Next 10 Years Chart suggesting that the return of a U.S. 60/40 portfolio could slide near 100-year lows over the next decade, due to low yields, low growth and low inflation expectations. Image: Morgan Stanley Research
U.S. 60/40 Portfolio Annual Price Return So far this year, the standard U.S. 60/40 portfolio has had its best year in two decades. Image: Goldman Sachs Global Investment Research
Global Manufacturing PMI and Multi-Asset Portfolio of Cyclicals Using global manufacturing PMI to trade cyclicals in different business cycle phases. Image: J.P. Morgan
60/40 Portfolio Annual Returns A 60/40 portfolio has delivered an annualized return of 10.15% since 1976, with positive returns in 35 of 43 years. But the coming years may be more challenging, because investors may face a period of lower returns. Image: Ritholtz Wealth Management LLC
Global Manufacturing PMI and Multi-Asset Portfolio Returns This chart suggests that markets have not taken into account this year’s growth and profits slump. Image: J.P. Morgan Asset Management
Hedge Fund Portfolio Density and Turnover Hedge fund portfolio density has steadly increased, and fund turnover has declined over the past decade. High concentration risk can lead to high losses and affect the financial system. Image: Goldman Sachs
Ideal Portfolio – Stocks as Percent of Retirement Portfolio by Age For the ideal portfolio, GMO recommends the following stocks as percent of retirement portfolio by age. Source: GMO LLC
What Are the Advantages of a Geographically Diversified Portfolio? A geographically diversified portfolio may minimize drawdowns and the amount earned from compounding may grow faster over time. Image: Bridgewater Associates, LP
