Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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Haste Ye Back

Monday, October 29, 2012

CAPTRUST Chief Investment Officer Eric Freedman provides an informed and entertaining perspective on the latest developments in the global capital markets. Ranging from U.S. politics to global central bank policy to the global economy, he explains the likely impact of current events on investors' market expectations, portfolio construction, asset allocation, and portfolio returns.

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Q3 2012 Wealth Market Commentary

Thursday, October 18, 2012

Asset classes continue to take their direction from global central banks and policy makers as 2012’s third quarter delivers mostly higher asset price returns. Last quarter we dubbed the investment landscape the “Kick-Save Capital Markets,” reflected in June’s final trading day when asset prices ascended higher thanks to a much-anticipated European summit. That conference concluded with markets cheering political leaders’ solidarity commitment despite scant details on how the European Union would affect change. Riskier asset classes raced higher, tempering an otherwise tough three-month investment period.

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Market Thoughts 9.14.2012

Friday, September 14, 2012

Global capital markets remain volatile following two significant announcements from the U.S. Federal Reserve and the European Central Bank (ECB) in the past seven days. Both announcements underscore each institutions’ intent to offset some of the world economy’s challenges. Consistent with past communiqués, CAPTRUST sees the current investment environment continually dominated by policymakers as the world economy remains in adjustment mode after the 2008-09 Financial Crisis. While central bank policies can provide short-term relief and lift asset prices, their longer-term implications remain unknown. We continue to advise clients to rely on a variety of asset class exposure to navigate the potential for both upside to riskier asset classes along with downside should weakening growth supplant policymaker efforts.

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Q2 2012 Wealth Market Commentary

Tuesday, July 31, 2012

Investors embraced another quarter of asset class volatility with asset price returns oscillating through spring and early summer. Riskier asset classes attempted to carry the first quarter’s strong momentum into the second only to be disappointed by weak follow-through in early April. Europe dominated market concerns, specifically the potential Greek exit from the European Union and rising Italian and Spanish borrowing costs due to perceived banking sector weakness. Slowing macroeconomic data, including Chinese growth, U.S. employment and broad European consumer and business malaise also weighed on markets.

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