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The Next 5 Years: What Investors Can Expect

September 17, 2018: Jim McDonald gives an inside look into our new capital market assumptions research, which identifies the key investment themes shifting the global asset allocation, risk and return landscape over the next five years.

Wealth Management Insights & Research

Gain insight into the rapidly changing financial landscape, and stay ahead of trends and developments with analysis and perspectives from our experts.


September 2018

Trade tensions and European politics continue to command attention, as do central bankers and their policy plans. Our outlook for risk-taking has moderated, leaving us increasingly focused on U.S. equities and high yield bonds.

Qualified Opportunity Funds Gaining Momentum

September 4, 2018

Incentivizing investment in areas of economic need.