Every year, BNY Mellon Wealth Management develops forward-looking, long-term risk and return forecasts for a range of asset classes. These Capital Market Assumptions influence our strategic asset allocation models, which are tailored to our clients’ objectives and risk tolerance. From this starting point, we recommend tactical asset allocation shifts based on shorter-term market opportunities. With that in mind, we welcome you to review our 2020 Capital Market Assumptions.
To read our 2020 capital market assumptions, please download the PDF.