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2024-2033 Ten-Year Capital Market Assumptions
How To Use Our Ten-Year Capital Market Assumptions
Many are asking "What's next in 2024 and beyond for the markets?” Our Ten-Year Capital Market Assumptions are designed to give clients a look under the hood as to what’s driving our Private Wealth team’s investment decisions. As we know, it’s easy to get caught up in the day-to-day market movements, so we hope long-term investors can turn to these Ten-Year Capital Market Assumptions to help them steady their investment strategies and focus on the longer-term investment objective.
00:00 - Introduction
01:10 - Chapter 1: Capital Market Forecast Summary
02:30 - Chapter 2: Inflation
03:50 - Chapter 3: Cash
05:18 - Chapter 4: Treasury Inflation-Protected Securities (TIPS)
06:55 - Chapter 5: U.S. Investment Grade Intermediate Bonds
08:40 - Chapter 6: Short-Term Investment Grade Bonds
09:00 - Chapter 7: Municipal Bonds
10:00 - Chapter 8: High Yield Municipal Bonds
11:00 - Chapter 9: High Yield Bonds
12:47 - Chapter 10: Bank Loans
13:49 - Chapter 11: Large Cap U.S. Equity
17:08 - Chapter 12: U.S. Equity All, Large, Mid, & Small Cap
18:32 - Chapter 13: U.S. Equity, International & EM Equity
21:22 - Chapter 14: Global, U.S. Equity, International & EM Equity
22:21 - Chapter 15: Real Estate
22:53 - Chapter 16: Commodity Futures
25:04 - Chapter 17: Liquid Alternatives Portfolio
25:57 - Chapter 18: Conclusion
Learn more: firstbusiness.bank/resource-center/capital-market-assumptions/
มุมมอง: 173

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ความคิดเห็น

  • @finanzalex
    @finanzalex 2 หลายเดือนก่อน

    Amazing Video. Great discussion. Great content. Thank you team.

  • @JohnScottEdwardYocom-f3j
    @JohnScottEdwardYocom-f3j 5 หลายเดือนก่อน

    I paid off most all my debit and my credit score is low. The main discussion in front of the promted interview shows there are structure to the validity of legal settlement and ongoing progression to make the Legal Mark developement a secure hit for all who know privately publicly and on the board if or when it is chosen. Time age popularity and other factors like invested money to make lives profitable 📈 while serving a duty to the lives of young to the age that can contribute up to a certain control number of employees. My thoughts on the investment there will be when it hits the secured principle and inquiry for footprint.

  • @JohnScottEdwardYocom-f3j
    @JohnScottEdwardYocom-f3j 5 หลายเดือนก่อน

    Every asset goes to the zero age.

  • @Rosandlove
    @Rosandlove 9 หลายเดือนก่อน

    I'm listening to this again and it's clarity that helps me. Kristina I hope your baby and family are doing well. I hope more understanding continues to spread in our community here. ❤

  • @kimberlylinbai950
    @kimberlylinbai950 ปีที่แล้ว

    Great 👍

  • @fbintabinta2739
    @fbintabinta2739 ปีที่แล้ว

    Very interesting conversation

  • @fbintabinta2739
    @fbintabinta2739 ปีที่แล้ว

    Very interesting conversation

  • @fbintabinta2739
    @fbintabinta2739 ปีที่แล้ว

    Very interesting conversation

  • @divyaalok5538
    @divyaalok5538 ปีที่แล้ว

    जय श्री कृष्ण🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏

  • @thomasucc
    @thomasucc ปีที่แล้ว

    Management Accountability and deferred bonus of 5 years

  • @ExquisiteKinkyCoils
    @ExquisiteKinkyCoils ปีที่แล้ว

    Insightful info. Thank you.

  • @AmaduolamijireBlessing-jg8vv
    @AmaduolamijireBlessing-jg8vv ปีที่แล้ว

    Fine who are will going y see loan easily

  • @daletiongson5068
    @daletiongson5068 ปีที่แล้ว

    I’m in!

  • @miriamgonzalez4339
    @miriamgonzalez4339 2 ปีที่แล้ว

    Hola gracias,no sé hablar inglés,podrían poner en español, gracias ☺️.att🇲🇽

  • @riaankruger7966
    @riaankruger7966 2 ปีที่แล้ว

    Hi, can a charity trust purchase a private companies company and operate it for the benefit of the charity trust?

    • @MsEdenlee
      @MsEdenlee 2 ปีที่แล้ว

      Yes

    • @Twenty4Karrat
      @Twenty4Karrat 2 ปีที่แล้ว

      @@MsEdenlee & if the managers dont want you to buy it then you can get greenmailed

  • @TheRealBlackula
    @TheRealBlackula 2 ปีที่แล้ว

    Good info!

  • @denton1972
    @denton1972 2 ปีที่แล้ว

    Thank you for sharing. The speakers gave a good overview of the SOFR program.

  • @rooseveltvargas9974
    @rooseveltvargas9974 2 ปีที่แล้ว

    ρɾσɱσʂɱ

  • @oscarwilderEspinoza
    @oscarwilderEspinoza 3 ปีที่แล้ว

    Great info much appreciated

  • @Rounder87
    @Rounder87 3 ปีที่แล้ว

    Great info!

  • @andreasfulcher8090
    @andreasfulcher8090 3 ปีที่แล้ว

    Lana, I too was born in Europe! So I have a wider scope of self employment after owning my company since 1996!

  • @hartdocs
    @hartdocs 3 ปีที่แล้ว

    ESOPs come full circle! Before this structure was part of retirement planning, the structure was devised in the San Francisco area to sell a newspaper business to its employees. That was in 1956! Banks are such an important part of these deals because of what you describe--basis of feasibility study and ongoing valuation.

  • @noahgemma9829
    @noahgemma9829 4 ปีที่แล้ว

    What do you think of Bloomberg's IBOR fallback rate adjustments formula? I.e., what world events/trends would make it so that the Bloomberg's IBOR fallback rate adjustment would be higher than LIBOR?

    • @noahgemma9829
      @noahgemma9829 4 ปีที่แล้ว

      On the Bloomberg website, there is a link to a rule book explaining their fallback rate adjustment formula

    • @noahgemma9829
      @noahgemma9829 4 ปีที่แล้ว

      I also read that SOFR--unlike LIBOR--has spikes at month/quarter ends. Do you think Bloomberg's formula accounts for the spikes accurately?

    • @rohandeonarain8786
      @rohandeonarain8786 3 ปีที่แล้ว

      @@noahgemma9829 probably due to quarter end balance sheet adjustments where there are less paticipants in the repo markets