South Korean won Assumptions
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
How demographic change will affect savings, growth and interest rates
Mostly stable, mostly moderate
The cost of capital in China's changing markets
Technology, productivity and the labor force
This executive summary gives a broad overview of our 2018 Long-Term Capital Market Assumptions.
Our expectations for returns, volatilities and correlations, arranged in an easy-to-reference matrix format.