Keep Calm and Remain Diversified is a dynamic guide designed to help clients stay focused, stay invested, and stay diversified through market cycles.

  • Insights to help clients navigate market volatility and reinforce the value of long-term investing
  • Highlights the power of diversification across traditional and private markets to strengthen portfolios and manage risk

Keep Calm: Managing Investment Expectations

The Cyclicality of Markets


S&P 500® Index total returns through market cycles since 1926.

A Long-Term Perspective on Market Downturns


Volatility may be hard to predict, but the patterns are familiar.

Feast or Famine


While returns can be volatile, there tend to be more positive years than negative years.

The Importance of Staying Invested


Missing even a few of the market’s best days can dramatically impact returns.

Remain Diversified: Why Diversification Matters

A Review of Asset Class Performance


It is important to focus on the big picture instead of the best and worst performing asset classes.

Relative Outperformance of a Diversified Portfolio


A diversified portfolio reduces volatility and overconcentration into specific asset classes.

Market Resilience in the Face of Short-Term Disruption


Short-term declines are typically just that: short-term.

Broader Diversification in Returns through Alternatives


Private markets can serve as a compelling source of diversification.

A Diversified Portfolio Offers a Smoother Ride


Is there a path towards a “better” diversified portfolio?

The Importance of a Long-Term Perspective


Incorporating a private markets allocation may enhance returns over time.

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