JPMorgan just dropped their long-term outlook: they're projecting the classic 60/40 portfolio (stocks/bonds) will deliver about 7% annually over the next 10-15 years.
That's actually solid for traditional allocation strategies. Not spectacular, but steady compounding at 7% doubles your money in roughly a decade. For context, this suggests JPM expects:
• Equity returns to moderate from recent highs
• Bonds to provide better income than the 2010s zero-rate era
• Balanced portfolios to work again after getting crushed in 2022
The 60/40 was declared dead when both stocks and bonds fell together. Now the smart money is quietly saying it's back. Interesting shift in institutional thinking.
That's actually solid for traditional allocation strategies. Not spectacular, but steady compounding at 7% doubles your money in roughly a decade. For context, this suggests JPM expects:
• Equity returns to moderate from recent highs
• Bonds to provide better income than the 2010s zero-rate era
• Balanced portfolios to work again after getting crushed in 2022
The 60/40 was declared dead when both stocks and bonds fell together. Now the smart money is quietly saying it's back. Interesting shift in institutional thinking.