Global Asset Allocation Views
Key findings from the Multi-Asset Solutions Strategy Summit
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Guide to the Markets – Europe - 4Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
What would a Conservative government mean for sterling?
What would a Conservative government mean for sterling?
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.