The election results are in, with the outcome of a Republican sweep of the presidency, Senate, and House of Representatives. This shift in power signals changes in fiscal, regulatory, and monetary policies that could shape the U.S. economic landscape for years to...
The more things change, the more they stay the same. In our last forecast, we discussed election uncertainty, sticky inflation, and geopolitical risk. Six months later, these issues are still with us. While we are not making across the board allocation changes or...
In this article in the Summer 2024 issue of the Journal of Impact and ESG Investing, Syntrinsic Head of Research Mike Sebastian discusses defining clear, realistic goals for investing taking into account environmental, social and governance factors. ...
The potential impact of the 2024 U.S. elections on financial markets is on investors’ minds. And rightly so, as elections certainly have implications regarding the country’s direction. According to Gallup, the top concern among voters in 2024 is the economy, including...
In this webinar, Co-President and Head of Impact Investing, Akasha Absher discusses the History of Impact Investing for HBCU students in a program called "Empowering Future Social Impact Investing Leaders".
For the past decade, Syntrinsic has developed our annual Capital Markets Forecast to inform long-term strategic asset allocations and near-term tactical shifts. Our long-term return assumptions for each asset class are based on quantitative building blocks that are...
Creating forecasts in a world that regularly surprises remains humbling. March of 2020 brought COVID, while February of 2022 had Russia unexpectedly invading Ukraine. And March 2023 saw unanticipated—though perfectly logical—stressors on regional and local banks in...
COVID-19. Brexit. The war in Ukraine. The debt ceiling. Certain events grab our attention. Headlines and talking heads inform, investigate, and instill fear and uncertainty. Investors can’t help but wonder what is happening. What does this mean for me? Should I DO...
At times it is helpful to reflect on the past and evaluate what has changed. In 2022, we anticipated that inflation would peak, interest rates would rise globally, growth would moderate, and evaluating environmental, social, and governance factors in...
This brief podcast featuring Chief Investment Officer, Jennifer Leonard, and Senior Research Analyst, Matt Kukla, provides an overview of the private debt asset class and its role in client portfolios.
The first half of 2022 has been tumultuous, to say the least. As of June 20, we have seen the S&P 500 enter bear market territory, interest rates rise 150 bps and likely rising further, inflation at a 40-year high, slowing growth, a protracted war in Ukraine, and...
This brief podcast featuring Chief Investment Officer, Jennifer Leonard, covers some of the factors contributing to the market volatility and how we are responding in client portfolios.