Insights to build stronger portfolios
Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.
Global Fixed Income Views 3Q19
Given trade escalations, Sub Trend Growth is our base case (45% probability) with Recession probability at 20% as consumer and corporate confidence erode. Favored sectors: three- to five-year corporates, long government bonds, and short securitized credit.
Long-Term Capital Market Assumptions (LTCMA)
Our annual assessment of the long-term outlook across all major asset classes and markets over the next 10 to 15 years.
Stay up to date on the latest thoughts from our Currency Management Group.