‘Diversification isn’t optional, it’s essential’: JPMAM’s case for alts
In its 2026 Long-Term Capital Market Assumptions (LTCMAs) released this week, JPMAM’s forecast annual return for an AUD 60/40 stock-bond portfolio over the next 10 to 15 years sits at 5.9 per cent. Despite a year of strong equity gains, the firm maintained that asset return projections remain solid, even with labour constraints impacting the long-term outlook. It also expressed optimism about near-term profit growth...
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