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.
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.
Over the past three decades, two seismic changes in the asset and wealth management industry have had a dramatic impact on the U.S. economy and public markets.
In the new role for the firm, he is responsible for implementing investment and wealth management solutions for the firm’s high and ultra-high net worth clients including individuals, families, business owners and family offices.
Sinead Colton Grant, Head of BNY Mellon Investor Solutions, was featured on Bloomberg TV ‘Surveillance’ discussing her current markets outlook as well as her Q4 and 2024 earnings outlook.