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Capital Market Assumptions: 5-Year Outlook
Chief Investment Strategist Jim McDonald breaks down our new five-year Capital Market Assumptions outlook, which outlines key investment themes that ultimately drive our asset class return expectations for the next five years.
- 3 Themes to Watch
- Equity Return Forecasts
- Fixed Income Return Forecasts
- The 60/40 Portfolio
Jim McDonald
Chief Investment Strategist
Jim McDonald is an executive vice president and the chief investment strategist
for Northern Trust. He is responsible for overseeing the strategic and tactical asset
allocation policy for our institutional and wealth management clients globally.
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