Author: Joseph N. Stevens

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The Gallagher Investments practice (Gallagher Fiduciary Advisors, LLC) recently held our 15th Annual Research Forum, a day-long event where investment professionals from external organizations share their views on a range of timely economic, financial and investment topics. We seek to glean from these presentations useful knowledge and insights that may influence our ongoing research initiatives and inform our recommendations to clients.

This paper summarizes the topics discussed at this year's forum and key takeaways by our team. Topics include:

  • Macroeconomic update
  • Opportunities and risks in US equities
  • US direct lending: Facts versus fears
  • Evolution of target-date funds
  • 2025 inside real estate outlook: Poised for growth
  • Artificial intelligence

Watch for further updates on these topics and trends throughout the year, as our Gallagher team keeps a finger on the pulse of topics that impact our clients' portfolios and asset pools.

Reach out to your Gallagher investments consultant with any questions.

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