Holly Wilkerson
Executive Director
FPA of San Francisco
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email info@fpasf.org
Website www.fpasf.org
2021 Capital Market Assumptions
Speaker(s):Strategic Partner:
Program Description:
The COVID-19 pandemic shook the global economy, putting an end to the 10-year bull market. Equity markets have started to recover, but the pandemic introduced and exacerbated challenges that we expect to subdue financial market returns over the next five years.
Every year, Northern Trust’s Capital Market Assumptions Working Group develops forward-looking, historically aware forecasts for global economic activity and financial market returns — which drive our five-year asset class return expectations and inform our asset allocation decisions. All of this comes together in the form of our long-term strategic asset class allocation suggestions, which are used by institutional and individual investors worldwide.
6 KEY THEMES
Our Capital Market Assumptions five-year market outlook provides insight into the forces shaping the investing landscape for the coming years. There are the six key themes driving our tactical outlook and asset allocation for the next five years:
• Retooling Global Growth
• Massive Monetary Toolkit
• Stuckflation Tested
• One World, Two Systems
• Reimagining Capitalism
• Stay Focused on Climate Risk
*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
*Webinar login information will be sent prior to the meeting.
Speaker(s):
John Jordan, CFA, Vice President, Business Development Executive
Northern Trust Asset Management/FlexShares ETFs