Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
Global markets and multi-asset portfolios
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
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.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.