29th Annual edition
2025 Long-Term Capital Market Assumptions
The 29th annual edition explores how investors can build portfolios for a new economic era of higher growth, higher capital investment and higher rates. A healthier global economy provides a strong foundation for asset markets.
Explore the complete Long Term Capital Market Assumptions
Related Articles
Outsourced Chief Investment Office
Either as your dedicated investment team, or as an extension of your internal investment resources, we partner with you on on all…
Economy & Markets
Oct 17, 2024
The Thucydides cap on the China equity rebound trade
For participants in the China equity rebound trade: once you hit your return targets, take the money and run.
Economy & Markets
Oct 7, 2024
Can King Dollar continue its reign?
The dollar could be on the edge of a new regime. How can investors diversify their currency exposure?
