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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America First?

Thursday, April 27, 2017

Synchronized global expansion continued this quarter, leading markets higher and pushing U.S. stocks toward expensive territory. In this Investment Strategy, CAPTRUST’s David Hood discusses the market impact of fiscal and foreign policy infighting in the wake of this year’s presidential inauguration, as well as the implications of the forthcoming election in France.

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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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The Productivity Conundrum

Friday, October 14, 2016

We polled the members of CAPTRUST’s Investment Committee to get a feel for what longer-term or structural topics they felt readers should be aware of in the coming months. Their response: productivity. They noted a meaningful gap between economists’ thoughts on this foundational topic and what is covered in the popular press.

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Today’s Investment Landscape

Tuesday, July 19, 2016

Given the many issues surrounding capital markets today, including the UK’s Brexit vote and China’s growth questions, this Investment Strategy details Chief Investment Officer Eric Freedman’s thoughts on topics ranging from recent market events to upcoming economic catalysts. Freedman’s recent trip to China provides some firsthand exposure to one of the global economy’s biggest areas of uncertainty.

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The Inelegant Narrative

Saturday, April 16, 2016

Today's capital markets reflect bond yields at all-time lows, stagnant or falling earnings, and at least one major market in a lengthy bull market with few pullbacks along the way. In other words, not the best setup for investors already frustrated by low returns over the past three years. CAPTRUST Chief Investment Officer Eric Freedman provides his current perspective on this inelegant truth.

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It Could Be Different This Time

Friday, January 22, 2016

We find it is informative and helpful to periodically revisit and, if necessary, update our capital market assumptions, taking into account current capital-market and macroeconomic conditions. Chief Investment Officer Eric Freedman summarizes CAPTRUST's latest thinking on asset class returns, risks, and correlations.

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