ENDURANCE UNDER PRESSURE
Our 10-year Capital Market Assumptions look beyond cyclical fluctuations and focus on the structural forces poised to influence the decade ahead.
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Explore how bonds serve as a critical tool for investors to manage risk, generate income, and maintain portfolio stability amid evolving market conditions.
Equity volatility is rising, but all is not what it seems. The technology sector is weighing on the S&P 500 while value and cyclical stocks lead. A market rotation is underway as many investors begin to favor companies beyond tech.
2025 was a strong year for infrastructure and we expect momentum to continue in 2026.
Fixed Income can be the key to building resilient, goal-aligned portfolios amid uncertainty. We believe that a deliberate allocation is key to a balanced, well-diversified portfolio. From capital preservation, to income, and guarded growth, choosing the appropriate approach is essential to reaching desired outcomes.
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