A disciplined, scenarios-based approach to determining your views on the outlook for markets and then the asset allocation implications is a vital means to the end – building portfolios capable of achieving client goals out into the future.

This hypothetical Investment Committee meeting picks up from the Economists Roundtable earlier in the day. First, an Asset Class Expert Panel debates the three forward-looking economic and market scenarios presented by the Economists Roundtable. The Investment Committe...