Markets Research

The Markets Research section contains two reports.

  • The monthly market report provides key statistics and a summary on the performance of all major asset classes for the previous month.
  • The Quarterly Asset Class Forecast Report provides 10 year forecast return expectations for all major asset classes, as well as a range of short term asset class valuation considerations. The report is designed to help advisers explain long term risk/return expectations to clients, as well as provide some short term market information to help respond to client queries.