2020 Capital Markets Forecast

We are pleased to share our 2020 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, “Steady at the Helm: Maintaining Investment Discipline While Navigating the Currents,” updates our longer-run views of the opportunity set and addresses two key themes:

  • The need to maintain the principles of investment discipline centered around diversification and proactive tactical rebalancing in the years ahead, especially after such a long and unusual period of below-average volatility.
  • As the current bull market sets records for length, and its nature begins to change, now is an opportune time to consider a global tactical asset allocation (GTAA) manager.

It also flags how international equities are priced for above-average returns over the next market cycle after severely lagging the gains of U.S. equities during the past ten years.

We hope you find this year’s Capital Markets Forecast informative in understanding what is realistic to expect from today’s starting point.

Please reach out to our director of institutional relationships, Darlene van Nostrand, or any member of the Investment Strategy Team with questions.

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