Setting Return Expectations

August 9, 2018 | ECONOMICS & INVESTING

Sources and Disclosures:

¹ The notable exceptions occurred at the extremes. In the low 5% bucket equities were relatively undervalued compared to bonds and in the high 5% bucket the opposite occurred.

² The current yield of a Treasury Inflation Protected Security (TIPS) Bond, a rough proxy for the real interest rate, is around 70 basis points (0.70%). TIPS generally overstate future inflation, and this analysis is imprecise as is, so we’ll round up to 1%.

Copyright © 2018 Beaumont Financial Partners, LLC DBA Beaumont Capital Management (BCM). All rights reserved.

This material is provided for informational purposes only. The views and opinions expressed throughout this presentation are those of our Research Analyst as of August 2018. The opinions and outlooks may change over time with changing market conditions or other relevant variables.

The information presented in this report is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness. 

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