December 06, 2023 BY Simon Mugo
J.P. Morgan Released Its 2024 Long-Term Market Assumptions
Considering the evolving macroeconomic environment, the outlook projects a 7.0% annual return for a standard 60/40 stock-bond portfolio. Introducing a 25% allocation in alternative assets could enhance this forecast by 60 basis points and improve the Sharpe ratio by around 12%. Factors like automation and AI's impact on productivity, energy transition, and new technologies are…
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