Sujith reddy-2nd blog || JPMorgan's Long-Term Capital Market Assumptions — The Charts Worth Pulling Out
JPMorgan releases their LTCMA every year. Most advisors skim it. Here's a breakdown of the visuals that actually matter for client conversations.
Lydia Korsgaard
Guest Writer, Scatterplot Blog
Sarah Okonkwo
Senior Content Strategist, Scatterplot
Intro
For decades, the 60/40 split was the default answer for balanced investing. Recent market conditions have put that assumption under pressure. Here's what the data says — and how to talk about it with clients.
Research Radar
Why the 60/40 Portfolio Is Being Questioned — And What the Charts Actually ShowHistorical Drawdowns in Context
The single most effective thing you can show a worried client is that this has happened before.
A chart plotting every S&P 500 drawdown of 10% or more over the past 40 years — labeled with the event, the depth of the drop, and the recovery timeline — does more work in 10 seconds than a 10-minute explanation.
The message isn't "don't worry." The message is: markets have recovered from worse, and your plan was built knowing this could happen.
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Platform Updates
22sujith reddy 4th blog || Charts Every Advisor Should Have Ready Before a Volatility Call
When markets move fast, clients call faster. These five visuals help you lead the conversation instead of reacting to it.
Read moreLydia Korsgaard
June 5, 2026 · 1 min read
Chart of the Month
Sujith reddy -1st blog || 5 Charts Every Advisor Should Have Ready Before a Volatility Call
When markets move fast, clients call faster. These five visuals help you lead the conversation instead of reacting to it.
Read moreSarah Okonkwo
May 14, 2026 · 2 min read
