JPMORGAN FORECASTS 7% ANNUAL RETURNS FOR 60/40 PORTFOLIOS J.P. Morgan Asset Management projects a 7.0% annual return for a traditional 60/4…
JPMORGAN FORECASTS 7% ANNUAL RETURNS FOR 60/40 PORTFOLIOS
J.P. Morgan Asset Management projects a 7.0% annual return for a traditional 60/40 stock-bond portfolio over the next 10–15 years.
Key annualized forecasts:
🔸 U.S. stocks: 7.5%
🔸 Global bonds: 5.3%
🔸 Private equity: 9.8%
🔸 Gold: 5.5%
Adding diversified alternatives could lift portfolio returns to 7.5% annually.