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Investment Returns: What’s in Store for the Next Decade?

January 29, 2020 BY Sean Beznicki

Future investment rate of return is a crucial input for any financial plan. Read this Brief to learn what drives investment expectations and what we at Artemis view as a reasonable rate of return in a balanced portfolio for the next ten years.

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Sean Beznicki, CFA, M.B.A., is an investment advisor at Artemis Advisors. He specializes in developing and managing globally diversified portfolios with an appropriate mix of exposure to risk assets and downside protection to achieve an investor's long-term objectives in strategic coordination with their overall financial plan.