Charted | Visualizing Portfolio Return Expectations, by Country 📊

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A roadmap to personalizing model portfolios. >> Read the report.

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Visualizing Portfolio Return Expectations, by Country


This graphic shows the return expectation gap between investors and investment advisors around the world, revealing a range of market outlooks.
 
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Scaling With Purpose


As personalized investment solutions gain traction, wealth managers are seeking scalable solutions to meet their clients’ demands.

MSCI’s paper illustrates how wealth managers can strategically integrate factor, thematic and sustainable investing to personalize model portfolios.

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10-Year Annualized Forecasts for Major Asset Classes

This infographic visualizes 10-year annualized forecasts for both equities and fixed income using data from Vanguard.
 
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Mapped: The Global Reliance on Harmful Cooking Fuels

In this graphic, we map the number of people relying on harmful cooking fuels by region, using data from the World Health Organization.

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Here are the most common investing mistakes to avoid, from emotionally-driven investing to paying too much in fees.
 
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Thursday, December 7, 2023

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