We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
Global markets and multi-asset portfolios
LTCMRA Assumptions White Paper US
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