Asset class outlook: Expected real returns over the medium-term
About this talk
Investors are concerned about whether “hanging in there” is a sensible strategy for meeting their real return objectives in this challenging market environment.
We consider the Themes and Risks faced by investment markets and how we expect these to play out. This gives insight to our strategic asset-allocation including our views on offshore vs local exposure. We set out our real return expectations on the key asset classes.
In active solutions “hanging in there” does not mean your investments are passively waiting it out