Markets, economy, stocks, growth, global, fixed income, international, asset classes
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
Time-tested projections for resilient portfolios
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.