One of the mysteries of American economics is the emphasis on a “strong dollar.” Today’s overvalued-dollar has kept inflation too low and, for years, hurt U.S. manufacturing.
The world economy stands on the brink of a massive swing in savings, driven by global aging. Learn how growth and interest rates could be affected.
LTCMA Time Frame
John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
Expert Insights: Susan Kolasa on the diversifying benefits of including direct real estate in target-date funds withion defined contribution plans. Video
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
A broad overview of our 2019 assumptions