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.
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.
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.
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.
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.