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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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Changing Currents in the Markets: What Lies Beneath?

Thursday, June 21, 2018

On March 19, the index fell 1.4 percent, pulled down by the weight of Facebook and other tech giants. This shift within the index is just the latest episode, but it highlights an important point for investors. It is important to be aware of how indexes can change over time and consider the impact—and potential risks—to investment portfolios.

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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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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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