Key findings from the Multi-Asset Solutions Strategy Summit
What would a Conservative government mean for sterling?
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?
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?
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.