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Q2: Prospective Asset Class Returns

We are releasing our 2Q Market Outlook and Strategy report today. This quarter our report focuses on prospective asset class returns over the next 7-10 years. We share our approach to generating our forecasts and we compare them to those generated by the large investment institutions. We also point out some of the key implications of the results we obtain. And, as usual, we write about our current investment strategy.

Bottom Line:

Our results suggest that balanced portfolios investors are fated to generate much lower returns over the next decade than in recent decades and that younger investors are going to have to save more to meet their retirement goals.

Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings is the founder of Artemis Advisors. As CEO, she sets the firm’s overall direction and its investment strategy.

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