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2021 Long-Term Capital Market Assumptions

The 25th annual edition explores how the policies adopted to tackle the COVID-19 crisis will affect the next cycle – and how investors can craft a new portfolio for a new decade. Returns are constrained in many markets. But investors can draw on expanded opportunity sets to harvest the returns they need.

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Executive Summary

Transcript to come...

THEMATIC INSIGHTS

These articles look into issues likely to have a profound and protracted impact on the global investment landscape.
Web

Weighing the investment implications of climate change policy

With global temperatures on track to increase, learn how shifts in public climate policy could accelerate and lead to significant investment implications.

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Climate-Portfolios_Banner_850x240px

The fiscal decade: The promises, problems and potential of fiscal stimulus

With an expected surge in fiscal stimulus in the decade ahead, discover what it means for economies and markets.

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Debt, debt everywhere: The implications of a high debt world

Our assumptions forecast a persistent, new high debt reality that should affect most asset classes. Discover the implications of the new high debt world.

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Alternatives Card

Alternatives: From optional to essential

With traditional markets alone unlikely to deliver the alpha investors need, discover how we see the role of alternatives evolving.

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LTCMA Matrix

Assumption matrices

Our expectations for returns, volatilities and correlations.

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Executive summary

Our executive summary provides a broad overview of our Long Term Capital Market Assumptions and provides context for important structural themes.

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LTCMA archive

View previous years of LTCMA.

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