Multi-Asset Solutions Weekly Strategy Report
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
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.
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.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
(All sites are in English)