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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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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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The Inelegant Narrative

Wednesday, June 15, 2016

Investment outcomes are subject to the conflicting forces of variable interaction and the need for explanatory narratives. Factors impacting a given asset class’s performance are nearly infinite. In a world of shortened attention spans and bite-sized content, we may be oversimplifying at the expense of true causal understanding.

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The Inelegant Narrative

Monday, April 18, 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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