Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
Global markets and multi-asset portfolios
A weekly review of global markets and multi-asset portfolios
LTCMRA Assumptions White Paper US
Expected returns and correlations of asset classes.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Japan's recent nation election. Positive market reaction also addressed.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.