Resiliency Conversation Guide
To navigate uncertain times, plans need to build and maintain resilient portfolios. Below is a tool to assess the resiliency of your plan.
2021 Capital Markets Forecast
This annual research piece is the foundation of our investment process, and the projections herein form the basis of the strategies we design to help our clients achieve their goals.
This year’s edition, “The Economy and Capital Markets in a Changed World: Uncovering Opportunity on the Road Ahead,” updates our longer-run views of the opportunity set and addresses critical questions after one of the more volatile years in recent history:
- What public market returns are realistic during the market cycle?
- What risks may have to be assumed to capture those returns?
Our forecast provides the quantitative blueprint for the steps we are taking designed to both manage risk and maximize opportunities in 2021 and beyond.