Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
For much of this year, the global economy’s weak spot has been the manufacturing sector but in recent months this weakness appears to have broadened out to the services sector.
We may not be outright US dollar bulls, but fundamentals and quantitative valuation factors both suggest that investors are currently too negative on the currency.
Why the US dollar may not be as overvalued as you think