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.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Global markets and multi-asset portfolios
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.