Research

Syntrinsic Research strives to analyze the complex relationships between economies, markets, companies, countries, and, of course, investors, to discern meaningful lessons from those relationships, and to communicate those findings in a manner that is accessible, engaging, and ultimately, useful. Our independent investment committee draws upon raw data from agencies and central banks, the views of economists and analysts from major financial services firms, insights from a wide array of money managers, and our own team’s extensive engagement in the capital markets. We hope that you find useful our objectivity, breadth, and rigor.

 

2018 Mid-Year Outlook A concise review of the major factors impacting the investment markets in the first half of 2018 and those factors that we anticipate will have an impact in the second half of the year.

 

 

2017 Reflection + 2018 Outlook A brief piece that succinctly summarizes what happened in 2017 and what we expect to see in 2018 in the capital markets.

 

 

2018 Syntrinsic Capital Markets Forecast Syntrinsic presents 2018’s long-term (ten year) forecast for capital markets and our near term (three year) sentiment about the major economic regions and asset classes that most drive portfolio development.

 

 

Investment Philosophy Just when fundamentals seem to no longer matter, they are most likely to matter a great deal. Over the past few years, unusual market behavior has called into question core understandings of the investment markets and portfolio construction. To thoughtfully engage these questions, objective research is a more powerful tool than ideology or sentiment; thus, we have developed Syntrinsic’s Investment Philosophy to inform your deliberations on these important issues. We hope that you find it useful.

 

2017 Syntrinsic Capital Markets Forecast Syntrinsic presents 2017’s long-term (ten year) forecast for capital markets and our near term (three year) sentiment about the major economic regions and asset classes that most drive portfolio development.