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.
Catherine Keating appeared on Bloomberg TV’s Wall Street Week (begins at 3:03). yesterday to discuss why 2023 exceeded market expectations and provide a preview of our 2024 market outlook which includes an expected healthy slowdown, positive inflation and interest rate environment and single digit returns across many asset classes.
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.