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Investments

2024 Capital Market Assumptions

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

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Investments

2023 Year-End Fundraising Checklist

The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.

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Our Updated Outlook

Sinead Colton Grant, chief investment officer, discusses our updated 2024 outlook and what it means for investors.

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OUR LATEST INSIGHTS

Sticky Inflation Drives Rate Cut Estimates Lower

Hotter-than-expected inflation in March suggests that the Fed may need to remain patient before pivoting to easing.
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Economic and Market Outlook Webcast: Investment Analysis and Strategy

Watch a replay of our Quarterly Economic and Markets Webcast to hear CIO Sinead Colton Grant and our investment experts share their perspectives on the resilient U.S. economy, rate cut expectations, and opportunities in both public and private markets.

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2024 Economic and Market Outlook

We expect 2024 to be a year of transition to more normalized economic conditions. Our Outlook 2024 shares our investment professionals’ insights on the economy, inflation, and opportunities in stocks, bonds and private markets.

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AI: Its Promise & Investment Impacts

AI dominated headlines and drove markets in 2023. We discuss how Generative AI (Gen-AI) will change how we live and work, its potential impacts to the economy, industries and financial markets, and why investors should have exposure to this theme.
Listen to the Podcast

2024 Capital Market Assumptions

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

Read More

Sitting in Cash? Don't Get Too Comfortable!

For bond investors taking advantage of the high yields available in cash, now is the time to buy bonds.

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View All Wealth Insights

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