Economic strain across many factors has continued to create challenges for Catholic institutions who seek to grow their endowments so that they may sustain their vital ministries. Please join us for a wide-ranging discussion focusing on the macro and micro environment and outlook for the new year. This webinar will feature Jack Brennan, CIS Founding Chair & Chairman Emeritus, The Vanguard Group, and Joe Davis, Vanguard's global chief economist and global head of the Investment Strategy Group, as they assess the current state of the capital markets, highlight investment challenges and risks, and share best practice ideas on institutional investment themes. Joe will also touch on his new book titled “Megatrends”, which demonstrates how AI, debt, demographics and deglobalization may impact the economy and markets in the coming decade.

Highlights

• Recent economic headlines concerning short-term and long-term economic forecasts
• Market reactions to rising interest rates on both the short and long end of the curve
• The importance of thinking in real return terms when considering investment portfolios for long-term returns
• Views on inflation due to the concerns it raises both organizationally and in investment portfolios
• How geopolitics factor into forecasts and advice to clients
• The value of risk management and considering a range of outcomes
• Slow moving trends that affect the economy and financial markets
• The major driving factors in future growth
• The role of diversification in investment portfolios and long-term planning

Episode Resources

• Connect with Catholic Investment Services
• https://catholicinvest.org/about-us/
• https://catholicinvest.org/about-us/#board-of-trustees
• https://catholicinvest.org/contact-us/
• https://catholicinvest.org/cis-institute/