We are marking the 10th anniversary of our Capital Markets Expectations (CMEs) online tool, Asset Allocation Interactive (AAI), with a review of the results over the first full observation period. Despite the U.S. stock market’s appreciation to increasingly higher prices, AAI’s track record highlights the relevance of conditional return expectations. This webinar examines AAI’s successes, challenges, and areas for improvement, offering a candid case study on the art and science of forecasting returns.

This live webinar will cover:

  • Understand how AAI’s fundamentals-based approach to CMEs improves forecasts when compared to simple historical averages, with results often aligning with realized returns over five- and 10-year horizons.
  • Explore AAI’s ability to predict the rank order of asset returns over the past decade, while addressing notable outliers, particularly in equity markets.
  • Examine areas for improvement in AAI’s forecasting, including challenges with currency expectations, highlighting the ongoing balance between art and science in long-term CMEs.
  • Learn how to apply lessons from AAI’s 10-year performance to enhance strategic asset allocation and navigate evolving market conditions.

Approved for one hour of CFP® CE Credit and IWI CE Credit (CIMA®, CPWA®, CIMC®, and RMA®) for live webcast attendees.

_1736919847257