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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Prophecy is Full of Risks

Tuesday, February 06, 2018

The new year presents each of us with a clean slate—an opportunity to hit the reset button and start anew. We make our resolutions, and maybe a few of us create new habits that will make us healthier, wealthier, and wiser going forward. It also presents chief investment officers with the dubious honor of making predictions about the upcoming 12-month period.

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Ready for Rising Rates?

Monday, October 16, 2017

You are probably aware that the Federal Reserve has started a process of raising interest rates from the extraordinarily low levels in place since 2008. While, typically, higher interest rates could stem from a disturbing increase in inflation, wages growing too fast, or a strategy to defend the dollar’s value, the rate increase that we foresee is merely a reversion to normal levels as the economy finally gains its sea legs.

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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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The Productivity Conundrum

Tuesday, November 01, 2016

We recently 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. What issue or issues will drive their discussions? Their immediate response: productivity.

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