JP Morgan AM forecasts 7% annual return for a 60/40 portfolio over the next 10-15 years

FinanceInternationalTradingViewOct 22, 2026, 3:00 AM30 s readAI summary

JP Morgan Asset Management estimates in its 'Long Term Capital Markets Assumptions 2027' report a 7% annual return for a 60/40 dollar portfolio of equities and fixed income over 10-15 years, 60 basis points above its previous forecasts. The figure rises to 7.5% if 30% is allocated to diversified alternatives. The manager highlights the role of hedge funds and real assets, and expects the artificial intelligence investment boom to boost productivity.

In 30 seconds

60/40 dollar portfolio: 7% a year over 10-15 years, 60 basis points above previous editions
With 30% in diversified alternatives the projection rises to 7.5%
Private equity 9.8%, hedge funds 6.7% and US real estate 8.1%

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IASummary generated by artificial intelligence from a story by TradingView. It may contain errors: the original source prevails.

JP Morgan
mercados
renta variable
renta fija
inteligencia artificial

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JP Morgan AM forecasts 7% annual return for a 60/40 portfolio over the next 10-15 years

In 30 seconds

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Keep reading

IMF backs economic rescue bill as Banco de la República calls for rigor in its review

Parks and attractions in Colombia generated US$1.095 billion in 2024, according to IAAPA

President requests urgent congressional passage of fiscal adjustment bill

Oil edges lower after U.S. bombs Iran ahead of Election Day