J.P. Morgan Releases 2027 Long-Term Capital Market Assumptions Projecting 7.0% Return for 60/40 Portfolio Over 10-15 Years
J.P. Morgan Asset Management released its 2027 Long-Term Capital Market Assumptions, projecting a 7.0% annualized return for a USD 60/40 portfolio over the next 10-15 years. The outlook is anchored on AI-driven productivity gains, with U.S. large cap equity returns raised 80bps to 7.5% and global aggregate bond forecasts at 5.3% — the highest in two decades.
Key figures
- Aum jpm am
- $4.8 trillion
- Us real gdp forecast
- 2.1%
- Balanced 60 40 return
- 7.0%
- Private equity return
- 9.8%
- Sharpe lift from alts
- 21%
- Global agg bond return
- 5.3%
- Private bank client assets
- $3.9 trillion
- Us large cap equity return
- 7.5%
- Balanced 60 40 plus alts return
- 7.5%
AI analysis
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