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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Buckle Up for Midterm Elections

Monday, April 30, 2018

As we look forward to the rest of 2018, we believe that the key to investment success will be maintaining perspective about two key drivers. We foresee first, a strengthening economy; second, higher volatility triggered by headlines from Washington, D.C., and increasing interest rates.

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The Baton Passes from Monetary Policy to Fiscal Policy

Monday, January 29, 2018

With passage of the Tax Cuts and Jobs Act in December, the “stimulus baton” has emphatically been passed from monetary policy to fiscal policy. The resulting $200 billion of tax cuts will stimulate the economy even as monetary policy tightens.

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Good Global Growth Spurs Stock Prices

Saturday, October 28, 2017

Global growth continues to exceed expectations. But have the world’s stock markets fully priced in the good news? Will changing monetary policies undermine the price-to-earnings multiple expansion we are witnessing? Could tax policy changes provide an additional boost to stock prices? This Investment Strategy explores these questions.

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Global Markets’ Mid-year Momentum

Friday, July 21, 2017

At last, both the U.S. and the rest of the world are growing steadily and exceeding expectations. This long-awaited synchronized surge and better-than-expected corporate earnings helped push U.S. stocks to higher-than-average valuations. International stocks followed suit.

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America First?

Thursday, June 22, 2017

The synchronized global expansion continued in the first quarter, leading markets higher and pushing U.S. stocks toward expensive territory. With U.S. stock valuations and economic data close to historic levels, the recent rally in U.S. stocks may run out of steam. Those challenges, plus infighting about the direction of fiscal and foreign policy and the rise of political risks, likely mean diversification will play an important role.

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Is This the Beginning or the End?

Thursday, January 19, 2017

Is the U.S. business cycle primed to continue with the tailwinds of new policy and a stabilizing global economy powering it higher? Or will new geopolitical and policy risks finish it off? While the world seems more uncertain than ever, this year’s predictions highlight three areas we’ll be watching that should give us some answers.

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