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AS Insights
The Gilt market one year on: evaluating our fixed income expected return estimates
We check in on our fixed income expected return estimates from July 2025 and what they implied for Gilts.
Moving beyond market episodes to build scenarios for asset allocation
We decompose market drivers over multiple years and outline how this helps define forward-looking scenarios
Revisiting the sum-of-parts approach to Capital Market Assumptions
We revisit the widely used sum-of-parts model for expected equity returns using discounted cash flow logic
How changing regimes and asset allocation approaches demand better CMAs
We discuss how the new market regimes and industry trends require increased granularity and scenario capabilities for Capital Market Assumptions
Do widely-used CMAs predict future performance?
We evaluate the track record of freely available CMAs against subsequently realised returns