J.P. Morgan Asset Management Raised Its Long-Term Hedge Fund Return Forecast to 6.7%:
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6 Articles
Watch JPMorgan's 2027 Long-Term Capital Market Assumptions
David Kelly, chief global strategist at JPMorgan Asset Management, and Stephen Parker, co-head of global investment strategy at JPMorgan Private Bank, discuss their latest Long-Term Capital Market Assumptions report, which projects about 7% annual returns for 60/40 portfolios over the next 10–15 years. They speak on "Bloomberg The Close."
JP Morgan Asset Management (AM) foresees an annual return of 7% for a portfolio 60/40 of equity and fixed income in dollars over the next 10-15 years, 60 points above the estimates released in previous publications, according to the recently published report ‘Long Term Capital Markets Assumptions 2027’. The study highlights the need [...] The entry JP Morgan AM foresees an annual return of 7% for a portfolio 60/40 in the next 10-15 years appears…
J.P. Morgan Asset Management Raised Its Long-Term Hedge Fund Return Forecast to 6.7%:
HedgeCo.Net — J.P. Morgan Asset Management has raised its 10-to-15-year return forecast for diversified hedge funds to 6.7% from 5.3%, a 140-basis-point increase, in its 2027 Long-Term Capital Market Assumptions. The firm attributed the upgrade to higher alpha estimates and higher interest rates, and Hedgeweek reported it was the largest upgrade to any alternative asset class in the report. The 31st edition of the assumptions, which cover more t…
J.P. Morgan Asset Management raises the expected return of a 60/40 dollar equity-bond portfolio to 7.0% per year, in its assumptions for long-term return. Key points By 2040 total factor productivity would increase by 50%. US large cap shares make 7.5%, emerging markets 7.1%. With [...]
Hedge funds emerge as ‘winners’ of JP Morgan AM’s new world order
The asset manager’s 2027 long-term assumptions put hedge funds among the biggest beneficiaries of higher rates, policy volatility and widening dispersion. Much of the upgrade rests on alpha rather than market beta.JP Morgan Asset Management has lifted its 10 to 15-year return forecast for diversified hedge funds by 140bp to 6.7%. It is the largest upgrade to any alternative asset class in the firm’s 31st annual Long-Term Capital Market Assumptio…
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