Traditional risk and return assumptions relying on pre-pandemic data are not suited for the economic and market environment ahead. To solve for the next decade’s asset allocation, our team took on the challenging proposition of forecasting interest rates. They identified five “super factors” they believe will influence the level of interest rates going forward. Analyzing these factors alone and in combination led to five scenarios for inflation, growth, and interest rates. Each potential economic future implies an alternate investment multiverse.
Presented by:
– Radu Gabudean, Ph.D., Vice President, Senior Portfolio Manager, Head of Research, Multi-Asset Strategies, American Century Investments
– Nancy Pilotte, CAIA, Vice President, Senior Client Portfolio Manager, American Century Investments
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