Data is based on capital market assumptions drawn from historical rates of return. (fidelity.com)
J.P. Morgan's Long - Term Capital Market Assumptions help investors and advisors around the world make better strategic asset allocation decisions to achieve their long - term investment goals. (am.jpmorgan.com)
Using the BlackRock Investment Institute's five - year capital market assumptions of 3.6 %, which take into account how we think current economic and market conditions will play out in the medium term, traditional portfolio construction methods suggest a 5 % -10 % allocation in all but the most conservative portfolios. (blackrockblog.com)