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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Newsroom

Spotlight

Alicia Levine on CNBC TV ‘Squawk Box’

Alicia Levine, head of investment strategy and equity advisory solutions, joined CNBC ‘Squawk Box’ to discuss the latest market trends, including how market consolidation could be healthy for the economy.

Sinead Colton Grant on Bloomberg TV ‘The Close’

Sinead Colton Grant, Chief Investment Officer, was featured on Bloomberg TV ‘The Close’ discussing her predictions ahead of this week’s Fed meeting and her broader market’s outlook.

Catherine Keating co-hosted Bloomberg TV’s Surveillance

Catherine Keating recently co-hosted Bloomberg TV’s Surveillance to discuss the advantage of staying invested in the equity markets, extending duration and considering opportunities in private markets. During the segment, Catherine said that bonds represent a once in a decade opportunity and offer investors up to three times the returns on cash.

BNY Mellon Wealth Management Names Christopher Brown Market President in Northern California

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.