Podcast: Is CPI +5% Realistic in Today's Environment?

Show Transcript

Decades ago, a general expectation was set for annual investment returns of five percent over the consumer price index, or CPI. The current market environment, however, has forced this assumption to evolve.

SunTrust Bank leaders Elizabeth Cabell Jennings, Director of Institutional Investments and Shelly Simpson, Director of Portfolio and Market Strategy, discuss what today’s organizations can expect and how this can impact spending. 

For more market insights

Please visit our nonprofit insights page or contact a SunTrust advisor for information on how to balance spending with return expectations.

Shelly Simpson, SunTrust Advisory Services, Inc.

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