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    1. Archive

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    Long-Term Capital Market Assumptions Archive

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    2020 LTCMA Mark-to-Market Update

    30 Apr 2020

    Prompted by the profound shock to the economy and markets of COVID-19, this special edition provides an off-cycle mark-to-market of our Long-Term Capital Market Assumptions return projections.

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    2020 LTCMA Mark-to-Market Update

    30 Apr 2020

    Prompted by the profound shock to the economy and markets of COVID-19, this special edition provides an off-cycle mark-to-market of our Long-Term Capital Market Assumptions return projections.

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    2020 LTCMA

    03 Nov 2019

    This edition of our assumptions explores the trade-offs and complications of late-cycle investing, in particular the challenges to portfolio construction that zero or negative bond yields present.

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    2020 LTCMA

    03 Nov 2019

    This edition of our assumptions explores the trade-offs and complications of late-cycle investing, in particular the challenges to portfolio construction that zero or negative bond yields present.

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    2019 LTCMA

    02 Nov 2018

    This edition of our assumptions explores the challenges of late-cycle investing in a long-term context.

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    2019 LTCMA

    02 Nov 2018

    This edition of our assumptions explores the challenges of late-cycle investing in a long-term context.

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    2018 LTCMA

    02 Nov 2017

    The world economy is enjoying its best period of synchronized growth in more than a decade.

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    2018 LTCMA

    02 Nov 2017

    The world economy is enjoying its best period of synchronized growth in more than a decade.

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    2017 LTCMA

    02 Nov 2016

    In this edition of our assumptions, we consider the far-reaching effects of what we expect to be an extended period of policy normalization.

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    2017 LTCMA

    02 Nov 2016

    In this edition of our assumptions, we consider the far-reaching effects of what we expect to be an extended period of policy normalization.

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    2016 LTCMA

    02 Nov 2015

    Our 2016 assumptions anticipate a challenging investment environment as policy and economic conditions globally continue to diverge and many asset returns fall short of those achieved over the past 30 years.

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    2016 LTCMA

    02 Nov 2015

    Our 2016 assumptions anticipate a challenging investment environment as policy and economic conditions globally continue to diverge and many asset returns fall short of those achieved over the past 30 years.

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    2015 LTCMA

    02 Nov 2014

    The great monetary policy experiment that followed the Great Recession is starting to reverse its direction, although its destination is unknown.

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    2015 LTCMA

    02 Nov 2014

    The great monetary policy experiment that followed the Great Recession is starting to reverse its direction, although its destination is unknown.

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    2014 LTCMA

    02 Nov 2013

    An air of normality is gradually returning to markets and their participants.

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    2014 LTCMA

    02 Nov 2013

    An air of normality is gradually returning to markets and their participants.

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    2013 LTCMA

    02 Nov 2012

    Serious macroeconomic problems dominate the background to the present situation; on both sides of the Atlantic, there are unusually high levels of unemployment and critical problems with national budgets.

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    2013 LTCMA

    02 Nov 2012

    Serious macroeconomic problems dominate the background to the present situation; on both sides of the Atlantic, there are unusually high levels of unemployment and critical problems with national budgets.

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    2012 LTCMA

    02 Nov 2011

    2012 estimates and the thinking behind the numbers

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    2012 LTCMA

    02 Nov 2011

    2012 estimates and the thinking behind the numbers

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    2011 LTCMA

    01 Nov 2010

    We expect the global economic recovery to continue but to be dampened by persistent debt burdens.

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    2011 LTCMA

    01 Nov 2010

    We expect the global economic recovery to continue but to be dampened by persistent debt burdens.

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