LTCMA Time Frame
The biggest problem in U.S. productivity growth has been a decline in investment spending.
Monica Issar discusses the challenges these investors face and the investment opportunities they seek
Interest Rate Policy
John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
A broad overview of our 2019 assumptions
As China proceeds along its path of financial system liberalization, and investors have access to a greater array of opportunities, selection will be more important than ever.