TREE NEWS reports: JPMorgan expects a traditional 60/40 portfolio of stocks and bonds to deliver an annual return of 7% over the next 10 to 15 years. The bank’s projection covers the blended equity-and-fixed-income allocation widely used as a benchmark by long-term investors.
JPMorgan forecasts 7% annual return for 60/40 portfolio over next 10-15 years
The signal here is less the 7% figure than the horizon: a bank anchoring expectations a decade or more out is implicitly conceding that near-term visibility is poor, and that the classic balanced portfolio remains the default reference point for long-horizon allocators rather than a strategy being abandoned. That matters for the asset managers and pension-style investors who benchmark against 60/40, since a long-run projection of this kind tends to become a planning assumption rather than a trade. Whether competing houses converge on similar numbers, or diverge sharply, is the open question worth watching.
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