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...
Research
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...
Gender Lens Investing | 2018
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...
2018 Capital Markets Forecast
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...