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.
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.
Core bond yields have pushed higher since the end of October. Is the move warranted by a shift in the fundamental picture, and where could we go from here?
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.