Insights

Research & Guides

Plain-English research for investment committees, families and advisors: fees, governance, spending policy, private markets, retirement plans and tax. Looking for our weekly and quarterly market views? See Market Commentary.

Watch · 2026 Capital Market Assumptions

Where we expect markets to go over the next ten years

Each year our Chief Investment Officer, Matthew Rice, CFA, CAIA, presents the capital market assumptions behind every Vistamark portfolio: the expected return, risk and correlation we use for each major asset class, from U.S. and international equities to bonds, private equity, private credit and real assets.

In this presentation he explains how the assumptions are built, what changed from last year and why, and how investment committees, families and advisors should use them when setting asset allocation and spending policy.

Watch on YouTube ↗ · More on the Vistamark channel