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 Ziggler

Evidence 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?'

Source

The Market That Won’t Break | Why Risk Doesn’t Matter (Yet)Excess Returns
Created: 8/11/2026, 7:27:07 AM

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