Skip to main content
logo
  • Investment Strategies

    Investment Options

    • Alternatives
    • Beta Strategies
    • Equities
    • Fixed Income
    • Multi-Asset Solutions

    Capabilities & Solutions

    • Pension Strategy & Analytics
    • Global Insurance Solutions
    • Outsourced CIO
    • Sustainable Investing
  • Insights

    Market Insights

    • Market Insights Overview
    • Eye on the Market
    • Guide to the Markets
    • Guide to Alternatives
    • Market Updates

    Portfolio Insights

    • Portfolio Insights Overview
    • Alternatives
    • Asset Class Views
    • Currency
    • Equity
    • Fixed Income
    • Long-Term Capital Market Assumptions
    • Sustainable Investing Insights
    • Strategic Investment Advisory Group
  • Resources
    • Center for Investment Excellence Podcasts
    • Events & Webcasts
    • Insights App
    • Library
    • Market Volatility
    • NEW: Morgan Institutional
  • About Us
  • Contact Us
  • English
  • Role
  • Country
  • Morgan Institutional
    Search
    Search
    Menu
    You are about to leave the site Close
    J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
    CONTINUE Go Back
    1. Getting to 7 percent

    • LinkedIn Twitter Facebook

    Getting to 7%

    The challenge is clear. Traditional investment strategies are unlikely to meet investors’ long-term goals in the coming years. There’s no silver bullet here. Yet investors can reach a 7% return target—moving beyond pure market beta, drawing on multiple building blocks and taking a more cycle-aware approach. Some investors may want to take a hard look at their guidelines and constraints to gain greater flexibility in asset allocation.

    DOWNLOAD THE PAPER       Hear from the authors
    Explore the building blocks of the paper below and our corresponding insights and resources.

    The stark reality of low forward returns necessitates a more diversified approach to return generation.

    DOWNLOAD THE PAPER

    Source: Bloomberg, J.P. Morgan Asset Management Multi-Asset Solutions; data as of June 2021. Forecasts refer to our 2021 LTCMA projections. Real Assets include Real Estate and Infrastructure. Private Assets include Private Equity and Direct Lending. Note that GTAA and FX overlay assume a 100% of portfolio overlay; international equities assumes a market-cap weight optimized allocation; and real assets/PE are capped at a 15% allocation – hence the numbers are not directly comparable one lever to another, but instead build up from the baseline return following these parameters.

    The numbers in the table represent a reasonably conservative view of potential return uplift based on our LTCMAs and our experience in designing and running multi-asset portfolios. Estimates for elements of active investing in particular do have an upside skew, and the numbers captured represent a median long-term experience in a multi-asset portfolio context. 

    J.P. Morgan Asset Management

    • About us
    • Investment stewardship
    • Privacy policy
    • Cookie policy
    • Binding corporate rules
    • Sitemap
    • Conflicts of interest disclosure
    Opens LinkedIn site in new window
    J.P. Morgan

    • J.P. Morgan
    • JPMorgan Chase
    • Chase

    READ IMPORTANT LEGAL INFORMATION. CLICK HERE >

    The value of investments may go down as well as up and investors may not get back the full amount invested.

    Copyright 2023 JPMorgan Chase & Co. All rights reserved.