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...
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...
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.
“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.
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...
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...
The term “gender lens investing” is less than a decade old, coined in 2009 by the Criterion Institute. Many practitioners, think tanks, asset managers, and advisors have defined the term “gender lens investing” but to start, we should ground ourselves in the...
Syntrinsic’s updates to long-term capital market assumptions are modest this year, with a few upward changes on the margins. We found 2017 highly encouraging in many ways, mostly for improvements in the near-term cyclical environment. We see less support for a...