Investor expectations for equity returns have increased significantly in recent years (to 15-25% annually based on observed allocations); if returns fall to historical 5% levels, forced rebalancing and panic selling would occur.
causalpending
Speaker
Matt ZigglerEvidence Quote
“If I'm taking five years, three to five years of your expectations away, that's the part where you're going to go like, 'Oh my god, what if I was totally wrong and I'm going to want to sell a bunch of stuff?'”
Created: 8/11/2026, 7:27:07 AM
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