Strategic Asset Allocation View 7 Years 2024 Q1 Capital Market Review Expected returns: we project low to mid single digit returns for u.s. government debt and investment grade bonds over the 7 year horizon. on a risk adjusted pre tax basis, the return potential for safe fixed income remains attractive compared to equities. In our 7 year forecast, declining interest rates, labor shortages, and rising energy prices stand out. geopolitical tensions, especially between the us and china, loom large.
Bitterroot Capital Advisors Top 100 Financial Advisors 2022 Our 7 year strategic asset allocation outlook incorporates key considerations such as an expected decline in interest rates from current levels, though not to the historic lows of 2009 2021, and the dual impact of onshoring and ai adoption on corporate profit margins amidst increasing geopolitical tensions, especially between the us and china. Bitterroot capital advisors investment allocations pitchbook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first time funds. Key strategic asset allocation considerations: • strategic asset allocation is the fundamental building block to help meet long term investment objectives • broad diversification among major asset classes can increase portfolio efficiency. The 7 year outlook forecasts mid single digit returns for equities. with us equities at stretched valuations, profit growth will be pivotal with onshoring and….
Strategic Asset Allocation View 7 Years Bitterroot Key strategic asset allocation considerations: • strategic asset allocation is the fundamental building block to help meet long term investment objectives • broad diversification among major asset classes can increase portfolio efficiency. The 7 year outlook forecasts mid single digit returns for equities. with us equities at stretched valuations, profit growth will be pivotal with onshoring and…. Two primary approaches to strategic asset allocation are fixed target allocation (steady) and time varying allocation (dynamic). tactical asset allocation strategies, which allow adjustments to a portfolio’s asset mix based on short term market forecasts, are difficult to get right consistently and have underperformed strategic allocation. With equity valuations having increased materially during h1 2023, we expect mid to high single digit nominal pre tax annual equity returns (6.5% 7.5%) over a seven year forecast period. we continue to anticipate greater convergence between us and international equity market returns. Bitterroot capital advisors manages $1.5 billion and provides investment advisory services for 19 clients (1:10 advisor client ratio). bitterroot capital advisors visit site 406 556 8200. Bitterroot capital advisors serves clients with substantial assets. they offer services including developing financial goals and asset allocation targets, developing realistic spending, cash flow, and other plans, including income tax considerations in their investment strategies to enhance client benefits, and reporting on consolidated investment.
Bitterroot Capital Advisors Llc On Linkedin Strategic Asset Allocation Two primary approaches to strategic asset allocation are fixed target allocation (steady) and time varying allocation (dynamic). tactical asset allocation strategies, which allow adjustments to a portfolio’s asset mix based on short term market forecasts, are difficult to get right consistently and have underperformed strategic allocation. With equity valuations having increased materially during h1 2023, we expect mid to high single digit nominal pre tax annual equity returns (6.5% 7.5%) over a seven year forecast period. we continue to anticipate greater convergence between us and international equity market returns. Bitterroot capital advisors manages $1.5 billion and provides investment advisory services for 19 clients (1:10 advisor client ratio). bitterroot capital advisors visit site 406 556 8200. Bitterroot capital advisors serves clients with substantial assets. they offer services including developing financial goals and asset allocation targets, developing realistic spending, cash flow, and other plans, including income tax considerations in their investment strategies to enhance client benefits, and reporting on consolidated investment.