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...
Research
2023 Capital Markets Forecast
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...
2022 Mid-Year Capital Markets Update
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...
1Q 2022 Capital Markets Update
1Q 2022 saw war in Ukraine increase volatility and negatively impact most markets except for some commodities, inflation continue to increase, economic growth moderate, and short-term yields rise causing the yield curve to invert at times. We examine these themes in...
2022 Capital Markets Forecast
“Uncertainty must be taken in a sense radically distinct from the familiar notion of Risk, from which it has never been properly separated...It will appear that a measurable uncertainty, or "risk" proper...is so far different from an unmeasurable one that it is not in...
Private Debt | 2021
Financial regulations resulting from the Great Financial Crisis, including Basel III, The Dodd-Frank Wall Street Reform, and the Consumer Protection Act (2010) have attempted to ensure that banks are well-capitalized to avoid future taxpayer bailouts of banks. As a...
2021 Mid-Year Capital Markets Update
In the past six months, the economy has almost fully reopened, US initial jobless claims have dropped nearly to pre-COVID-19 crisis levels, the S&P 500 is up 15% (as of 6/30/21), consumer confidence is improving, and US financial conditions are strong. The extreme...
2021 Impact Investing Landscape Scan
The Gates Family Foundation, a $500M private family foundation based in Denver, Colorado, commissioned Syntrinsic to conduct a landscape scan of the foundation community’s engagement in impact investing. This scan represents one of the tools that the Foundation’s...
2021 Capital Markets Forecast
While there are opportunities and challenges around us, we remain grounded in our approach to forecasting the investment markets with our 2021 long-term forecast and near-term sentiment.
2020 Mid-Year Capital Markets Forecast Update
“The Great Lockdown” as coined by the International Monetary Fund resulting from the health crisis, COVID-19 pandemic, has led to a significant loss in human life, extreme unemployment, financial instability, and a dramatic drop-in economic activity. This health crisis has caused a human crisis and an economic crisis.
2020 Capital Markets Forecast
Throughout 2019 we discussed broad based macroeconomic themes of slowing global growth, changes in trade policy, low inflation, political uncertainty, and US recession potential. Despite these concerns, global central bank accommodation, low unemployment, and a strong...
2019 Capital Markets Forecast
Our long-term forecast is designed to create a useful and well-grounded foundation for portfolio construction. During periods of volatility and constantly changing consensus views on the future, we intend to craft a forecast that serves as a ballast to such near-sided...