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Capital Market Assumptions and Portfolio Strategy: Key 2025 Takeaways
How should investors adjust their expectations as market conditions evolve?
In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner and Deputy CIO Matt Farrell of WE Family Offices, break down the role of capital market assumptions in portfolio construction and what the latest projections mean for investors in 2025.
Key takeaways include:
Understanding Capital Market Assumptions – How historical data and forward-looking projections shape asset allocation.
Lower Return Expectations – Why projected returns have declined across most asset classes and what this means…
The skinny
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