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Capital Market Assumptions 2013
Seeking Opportunities in a More Challenging Environment
Hunter Brackett, CFA Senior Manager | CAPTRUST Consulting Research Group
The financial literature has taught us that risk and return are related and that optimized portfolios seek to produce the highest expected return per unit of risk. But what returns are realistic to expect in a post-financial-crisis environment characterized by slower economic growth, historically low interest rates, and subdued inflation?
Formulating risk and return assumptions for the various asset classes that comprise capital markets offers investors a guide to the probable range of investment performance over a given period. These assumptions can then guide the asset allocation and risk levels that should be chosen to meet investment goals. For instance, if equities are expected to deliver higher returns in the forward period than they have in the previous period, can equity allocations be lowered without sacrificing performance?
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This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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