Investments managed

Insights by Jeffrey Palma

Capital Market Assumptions

Capital Market Assumptions

March 2025 | 22 mins

Expected returns for the next 10 years amid elevated inflation and resilient global growth

FOMO, reversals of fortune and the opportunity in real assets

Investors may be missing next cycle’s winners because of FOMO

February 2025 | 4 mins

Investors sticking with yesterday’s winners risk missing a reversal of fortunes.

Capital Market Assumptions

Capital Market Assumptions: Expectations for the next 10 years amid a generational change for markets

June 2024 | 22 mins

We expect higher fixed income and real asset returns alongside lower U.S. equity returns for the next decade.