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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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Capital Market Assumptions 2014

Thursday, May 01, 2014

At CAPTRUST, we believe setting realistic capital market assumptions leads to more prudent asset allocation decisions for institutional and private wealth investors alike and to a more successful investment experience overall. In this year’s update to our assumptions, we look at the four principal themes of slower economic growth, low interest rates, monetary policy, and inflation over the five to seven years of our forecast period. The concept of normalization plays a central role in our thinking and could meaningfully impact asset class returns in the coming years.

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Capital Market Assumptions 2013

Monday, April 15, 2013

At CAPTRUST, we believe setting realistic capital market assumptions leads to more prudent asset allocation decisions for corporate defined benefit plans and private investors alike and to a more successful investment experience overall. In developing our new assumptions, we expect monetary policy, rather than fiscal policy or fundamental factors such as corporate earnings, will continue to drive the performance of capital markets. Given these circumstances, we suggest that now is the time for investors to reassess their portfolio return expectations.

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