How Morningstar Forecasts 10 Years of Market Returns скачать в хорошем качестве

How Morningstar Forecasts 10 Years of Market Returns

How do professionals forecast long-term market returns? In this episode, Mark and Shani speak with Bianca Rose, Senior Portfolio Manager at Morningstar Investment Management, about how capital market assumptions are built—and why they matter for investors planning their financial goals. From equity valuations to fair value, risk premiums, interest rates and behavioural overreactions, Bianca explains how Morningstar’s team analyses over 300 asset classes to forecast 10-year and 20-year return expectations. Get the latest news, including our newsletters for individual investors and financial professionals: https://www.morningstar.com.au/newsle... ORDER Mark and Shani's New Book: https://amzn.to/46qMXAu Disclaimer: This video has been prepared for clients of Morningstar Australasia Pty Ltd and/or New Zealand wholesale clients of Morningstar Research Ltd. Any general advice has been provided without reference to your financial objectives, situation or needs. You should consider the advice in light of these matters and any relevant Product Disclosure Statement before making any decision to invest. To obtain advice for your own situation, contact a financial advisor. For more information please read our Financial Services Guide (or ‘FSG’) available at: www.morningstar.com.au/s/fsg.pdf or by calling us on 1800 03 44 55. By viewing this video you agree to the FSG being made available to you electronically via the Morningstar website or by contacting us for a copy. Past performance does not necessarily indicate a financial product’s future performance. #InvestingAustralia #FinancialSafety #RetirementPlanning #WealthProtection ##PassiveIncome #MorningstarAU #FinancialIndependence #investingaustralia #moneymindset #Superannuation #DividendInvesting #MorningstarAU #wealthbuilding #MoneyTips #FinancialLiteracy #InvestingAustralia #PersonalFinance #FinancialFreedom #MarketForecast #InvestmentStrategy #FinancialPlanning #SmartInvesting #assetallocation