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Investing Compass

Future expected returns and where to allocate assets

Season 4, Ep. 16

A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected returns, where he expects there to be opportunities in the future, and how investors should use this information to make asset allocation decisions.


To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

Additional resources from our episodes are available via our website.

Audio Producer and mixer: William Ton.

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