Insights

Research and Commentaries

2024 Capital Markets Forecast

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...

2023 Mid-Year Capital Markets Forecast

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...

Banks: Moving Forward

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...

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...

Podcast – August 5, 2022: Private Debt

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.

Podcast – July 11, 2022: Market Trends and Portfolio Positioning

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.

Russell 1000 Value 2022 Observations

This sector attribution report for the iShares Russell 1000 Value Index ETF (IWD) covers January 1 – June 20, 2022. The Russell 1000 Value Index measures the performance of the large-cap value segment of the US equity universe, including companies with lower...

Podcast – May 31, 2022: The Fixed Income Markets

This brief podcast featuring Chief Investment Officer, Jennifer Leonard, and Senior Research Analyst, Robin Meyer, covers some of the current challenges and opportunities in the fixed income markets.

This is a Test. This is Only a Test.

It has been a while since we have been tested like this. While we have experienced a few downturns in the past decade, there has been nothing like the current market environment. With the spread of COVID-19 in February 2020 into a global phenomenon, risk assets fell...

Podcast – May 3, 2022: Non-US Equity Performance in 1Q 2022

This brief podcast featuring Chief Investment Officer, Jennifer Leonard, and Senior Research Analyst, Jared Hobson, covers some of the issues that contributed to the underperformance of the non-US equity asset class. Jared also discusses some of the opportunities...

2020 Mid-Year Capital Markets Forecast

2020 Capital Markets Forecast

2020 Hindsight

Gender Lens Investing

Reach Us

Do more. Do well. We’ll help.

3840 York St, Suite 100, Denver CO 80205

877-296-7110