2024 long-term capital market assumptions
We share our outlook and the methodology behind our 2023 long-term capital market assumptions.
Our equity strategies platform manages $824 billion in global assets.
As of December 31, 2023
Our key market locations provide local knowledge and a global perspective.
Our 24 teams of investment professionals cover US, international, and emerging markets.
Institutional investors count on our proven approach to building highly active, differentiated equity portfolios across markets and investment styles.
Explore our active equity strategies across regions and styles.
A total return strategy that seeks to provide upside participation with better downside preservation over a full market cycle.
Seeks capital appreciation in a concentrated, unconstrained, style-agnostic global portfolio.
Invests in premier growth companies in the mid-cap space.
An “all weather” strategy focused on identifying small-cap companies with superior execution and quality management teams.
A contrarian, high-conviction strategy that seeks to uncover deeply undervalued large cap stocks
2024 long-term capital market assumptions
We share our outlook and the methodology behind our 2023 long-term capital market assumptions.
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Video: A dynamic approach to equity investing
Mo Haghbin discusses evolving investor preferences in public equities on the Capital Allocator’s podcast.
If you're looking for an active equity partner rather than just a provider, we invite you to connect with one of our equity specialists.
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