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 10â15 years.
Key annualized forecasts:
đ¸ U.S. stocks: 7.5%
đ¸ Global bonds: 5.3%
đ¸ Private equity: 9.8%
đ¸ Gold: 5.5%
Adding diversified alternatives could lift portfolio returns to 7.5% annually.